RIA
MDLA

Regal Investment Advisors’s Medallia, Inc. MDLA Stock Holding History

Regal Investment Advisors’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
Q3 		– Sell
-7,323
Closed -$247K – 556
2021
Q2 		$247K Buy
+7,323
New +$210K 0.02% 460
2021
Q1 		– Sell
-8,199
Closed -$272K – 467
2020
Q4 		$272K Buy
+8,199
New +$261K 0.03% 380

Other funds holding MDLA

SUT
SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Regal Investment Advisors's MDLA Position: Q3 2021 in Review

Regal Investment Advisors sold out of Medallia, Inc. (MDLA) in Q3 2021, closing a stake of 7,323 shares — an estimated $247K sold.

Regal Investment Advisors first reported a position in MDLA in Q4 2020 and held it in 2 quarters. The position peaked at $272K in Q4 2020. 208 funds tracked by Wall St. Rank hold MDLA as of Q3 2021.

  • Regal Investment Advisors reported no remaining Medallia, Inc. position as of Q3 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 7,323 Medallia, Inc. shares in Q3 2021, an estimated $247K.
  • Regal Investment Advisors first reported a position in Medallia, Inc. in Q4 2020 and held it in 2 quarters.
  • Regal Investment Advisors's Medallia, Inc. position peaked at $272K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2021.

Based on Regal Investment Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.