Robertson Stephens Wealth Management’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
-10,000
Closed -$338K 400
2021
Q3
$338K Hold
10,000
0.04% 243
2021
Q2
$337K Hold
10,000
0.04% 251
2021
Q1
$278K Hold
10,000
0.04% 242
2020
Q4
$332K Hold
10,000
0.07% 174
2020
Q3
$274K Hold
10,000
0.07% 180
2020
Q2
$252K Buy
+10,000
New +$239K 0.07% 158

Robertson Stephens Wealth Management's MDLA Position: Q4 2021 in Review

Robertson Stephens Wealth Management sold out of Medallia, Inc. (MDLA) in Q4 2021, closing a stake of 10,000 shares — an estimated $338K sold.

Robertson Stephens Wealth Management first reported a position in MDLA in Q2 2020 and held it in 6 quarters. The position peaked at $338K in Q3 2021. 0 funds tracked by Wall St. Rank hold MDLA as of Q4 2021.

  • Robertson Stephens Wealth Management reported no remaining Medallia, Inc. position as of Q4 2021 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 10,000 Medallia, Inc. shares in Q4 2021, an estimated $338K.
  • Robertson Stephens Wealth Management first reported a position in Medallia, Inc. in Q2 2020 and held it in 6 quarters.
  • Robertson Stephens Wealth Management's Medallia, Inc. position peaked at $338K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Medallia, Inc. as of Q4 2021.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.