SPIA
MDLA

Steward Partners Investment Advisory’s Medallia, Inc. MDLA Stock Holding History

Steward Partners Investment Advisory’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
-50
Closed -$2K – 3444
2021
Q2 		$2K Buy
+50
New +$1.44K ﹤0.01% 6917

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

Steward Partners Investment Advisory's MDLA Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Medallia, Inc. (MDLA) in Q3 2021, closing a stake of 50 shares — an estimated $2K sold.

Steward Partners Investment Advisory first reported a position in MDLA in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 208 funds tracked by Wall St. Rank hold MDLA as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Medallia, Inc. position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 50 Medallia, Inc. shares in Q3 2021, an estimated $2K.
  • Steward Partners Investment Advisory first reported a position in Medallia, Inc. in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Medallia, Inc. position peaked at $2K in Q2 2021.
  • 208 funds tracked by Wall St. Rank held Medallia, Inc. as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.