JP Morgan Private Wealth Advisors’s Medallia, Inc. MDLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-12,114
Closed -$410K 2072
2021
Q3
$410K Sell
12,114
-702
-5% -$23.4K ﹤0.01% 1581
2021
Q2
$433K Buy
12,816
+114
+0.9% +$3.28K ﹤0.01% 1535
2021
Q1
$354K Sell
12,702
-12,525
-50% -$465K ﹤0.01% 1461
2020
Q4
$838K Sell
25,227
-44,224
-64% -$1.41M ﹤0.01% 1076
2020
Q3
$1.9M Buy
69,451
+57,451
+479% +$1.74M 0.01% 666
2020
Q2
$303K Hold
12,000
﹤0.01% 1302
2020
Q1
$240K Buy
+12,000
New +$323K ﹤0.01% 1224

JP Morgan Private Wealth Advisors's MDLA Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 12,114 shares — an estimated $410K sold.

JP Morgan Private Wealth Advisors first reported a position in MDLA in Q1 2020 and held it in 7 quarters. The position peaked at $1.9M in Q3 2020. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,114 Medallia, Inc. shares in Q4 2021, an estimated $410K.
  • JP Morgan Private Wealth Advisors first reported a position in Medallia, Inc. in Q1 2020 and held it in 7 quarters.
  • JP Morgan Private Wealth Advisors's Medallia, Inc. position peaked at $1.9M in Q3 2020.
  • 0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.