Regent Peak Wealth Advisors’s Medallia, Inc. MDLA Stock Holding History

Regent Peak Wealth 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 Q1	–	Sell	-5	Closed	–	–	1130
2020 Q4	$0	Buy	+5	New	+$159	﹤0.01%	1163

Other funds holding MDLA

SUT

SC US (TTGP) Menlo Park, California $9.25B AUM 20.49% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Regent Peak Wealth Advisors's MDLA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Medallia, Inc. (MDLA) in Q1 2021, closing a stake of 5 shares.

Regent Peak Wealth Advisors first reported a position in MDLA in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 192 funds tracked by Wall St. Rank hold MDLA as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Medallia, Inc. position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 5 Medallia, Inc. shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Medallia, Inc. in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Medallia, Inc. position peaked at $0 in Q4 2020.
192 funds tracked by Wall St. Rank held Medallia, Inc. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.