Arax Advisory Partners’s M.D.C. Holdings, Inc. MDC Stock Holding History

Arax Advisory Partners’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	-346	Closed	-$21.8K	–	2586
2024 Q1	$21.8K	Hold	346	–	–	﹤0.01%	653
2023 Q4	$19.1K	Sell	346 -19	-5%	-$841	﹤0.01%	658
2023 Q3	$15K	Hold	365	–	–	﹤0.01%	639
2023 Q2	$17.1K	Sell	365 -234	-39%	-$9.74K	﹤0.01%	610
2023 Q1	$23.3K	Hold	599	–	–	﹤0.01%	563
2022 Q4	$18.9K	Buy	599 +1	+0.2%	+$31	﹤0.01%	567
2022 Q3	$16K	Buy	598 +43	+8%	+$1.42K	﹤0.01%	605
2022 Q2	$18K	Hold	555	–	–	﹤0.01%	576
2022 Q1	$21K	Hold	555	–	–	﹤0.01%	567
2021 Q4	$31K	Hold	555	–	–	﹤0.01%	527
2021 Q3	$26K	Buy	555 +322	+138%	+$16.3K	﹤0.01%	533
2021 Q2	$12K	Buy	+233	New	+$13.3K	﹤0.01%	641
2020 Q4	$10K	Hold	233	–	–	﹤0.01%	576
2020 Q3	$10K	Hold	233	–	–	﹤0.01%	554
2020 Q2	$8K	Hold	233	–	–	﹤0.01%	567
2020 Q1	$5K	Hold	233	–	–	﹤0.01%	582
2019 Q4	$8K	Buy	+233	New	+$8.77K	﹤0.01%	486

Other funds holding MDC

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Arax Advisory Partners's MDC Position: Q2 2024 in Review

Arax Advisory Partners sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 346 shares — an estimated $21.8K sold.

Arax Advisory Partners first reported a position in MDC in Q4 2019 and held it in 17 quarters. The position peaked at $31K in Q4 2021. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

Arax Advisory Partners reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
Arax Advisory Partners sold 346 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $21.8K.
Arax Advisory Partners first reported a position in M.D.C. Holdings, Inc. in Q4 2019 and held it in 17 quarters.
Arax Advisory Partners's M.D.C. Holdings, Inc. position peaked at $31K in Q4 2021.
4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Arax Advisory Partners's 13F filing for Q2 2024, filed 6 Aug 2024.