Geneos Wealth Management’s Medallia, Inc. MDLA Stock Holding History

Geneos Wealth Management’s Portfolio MDLA Stock Details MDLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,990	Closed	-$67K	–	2930
2021 Q3	$67K	Hold	1,990	–	–	﹤0.01%	1353
2021 Q2	$66K	Sell	1,990 -20,773	-91%	-$597K	﹤0.01%	1355
2021 Q1	$671K	Hold	22,763	–	–	0.02%	548
2020 Q4	$55K	Buy	22,763 +20,773	+1,044%	+$662K	﹤0.01%	1413
2020 Q3	$54K	Hold	1,990	–	–	﹤0.01%	1220
2020 Q2	$52K	Hold	1,990	–	–	﹤0.01%	1201
2020 Q1	$43K	Hold	1,990	–	–	﹤0.01%	1191
2019 Q4	$63K	Sell	1,990 -680	-25%	-$20.1K	﹤0.01%	1146
2019 Q3	$73K	Buy	+2,670	New	+$94.7K	﹤0.01%	1015

Geneos Wealth Management's MDLA Position: Q4 2021 in Review

Geneos Wealth Management sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 1,990 shares — an estimated $67K sold.

Geneos Wealth Management first reported a position in MDLA in Q3 2019 and held it in 9 quarters. The position peaked at $671K in Q1 2021. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

Geneos Wealth Management reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
Geneos Wealth Management sold 1,990 Medallia, Inc. shares in Q4 2021, an estimated $67K.
Geneos Wealth Management first reported a position in Medallia, Inc. in Q3 2019 and held it in 9 quarters.
Geneos Wealth Management's Medallia, Inc. position peaked at $671K in Q1 2021.
0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on Geneos Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.