VFA
MDLA

Valeo Financial Advisors’s Medallia, Inc. MDLA Stock Holding History

Valeo Financial 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
2020
Q2 		– Sell
-400
Closed -$8K – 2208
2020
Q1 		$8K Hold
400
– – ﹤0.01% 1184
2019
Q4 		$12K Buy
+400
New +$11.8K ﹤0.01% 1071

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $3.3B AUM 18.27% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $781M AUM 24.06% 1-Year Est. Return

Valeo Financial Advisors's MDLA Position: Q2 2020 in Review

Valeo Financial Advisors sold out of Medallia, Inc. (MDLA) in Q2 2020, closing a stake of 400 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in MDLA in Q4 2019 and held it in 2 quarters. The position peaked at $12K in Q4 2019. 163 funds tracked by Wall St. Rank hold MDLA as of Q2 2020.

  • Valeo Financial Advisors reported no remaining Medallia, Inc. position as of Q2 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 400 Medallia, Inc. shares in Q2 2020, an estimated $8K.
  • Valeo Financial Advisors first reported a position in Medallia, Inc. in Q4 2019 and held it in 2 quarters.
  • Valeo Financial Advisors's Medallia, Inc. position peaked at $12K in Q4 2019.
  • 163 funds tracked by Wall St. Rank held Medallia, Inc. as of Q2 2020.

Based on Valeo Financial Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.