AF
MDC

Allworth Financial’s M.D.C. Holdings, Inc. MDC Stock Holding History

Allworth Financial’s Portfolio MDC Stock Details MDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-168
Closed -$10.6K – 3832
2024
Q1 		$10.6K Sell
168
-18
-10% -$1.1K ﹤0.01% 2086
2023
Q4 		$10.3K Buy
186
+18
+11% +$797 ﹤0.01% 1969
2023
Q3 		$6.93K Buy
168
+21
+14% +$979 ﹤0.01% 1976
2023
Q2 		$6.88K Buy
147
+11
+8% +$458 ﹤0.01% 1982
2023
Q1 		$5.29K Hold
136
– – ﹤0.01% 2012
2022
Q4 		$4.3K Sell
136
-160
-54% -$4.94K ﹤0.01% 1954
2022
Q3 		$8K Buy
+296
New +$9.8K ﹤0.01% 1767
2022
Q2 		– Sell
-577
Closed -$22K – 2917
2022
Q1 		$22K Buy
+577
New +$26.4K ﹤0.01% 1231
2021
Q4 		– Sell
-212
Closed -$10K – 2169
2021
Q3 		$10K Buy
212
+2
+1% +$101 ﹤0.01% 1360
2021
Q2 		$11K Buy
210
+1
+0.5% +$57 ﹤0.01% 1033
2021
Q1 		$12K Buy
209
+1
+0.5% +$52 ﹤0.01% 947
2020
Q4 		$9K Buy
208
+2
+1% +$89 ﹤0.01% 869
2020
Q3 		$9K Sell
206
-376
-65% -$15K ﹤0.01% 752
2020
Q2 		$19K Buy
+582
New +$16.1K ﹤0.01% 599

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $252M AUM 18.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Allworth Financial's MDC Position: Q2 2024 in Review

Allworth Financial sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 168 shares — an estimated $10.6K sold.

Allworth Financial first reported a position in MDC in Q2 2020 and held it in 14 quarters. The position peaked at $22K in Q1 2022. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Allworth Financial reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Allworth Financial sold 168 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $10.6K.
  • Allworth Financial first reported a position in M.D.C. Holdings, Inc. in Q2 2020 and held it in 14 quarters.
  • Allworth Financial's M.D.C. Holdings, Inc. position peaked at $22K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.