AWS
MDC

Atria Wealth Solutions’s M.D.C. Holdings, Inc. MDC Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-8,165
Closed -$451K – 2083
2023
Q4 		$451K Buy
+8,165
New +$361K 0.01% 1268

Other funds holding MDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Atria Wealth Solutions's MDC Position: Q1 2024 in Review

Atria Wealth Solutions sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 8,165 shares — an estimated $451K sold.

Atria Wealth Solutions first reported a position in MDC in Q4 2023 and held it in 1 quarter. The position peaked at $451K in Q4 2023. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Atria Wealth Solutions reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,165 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $451K.
  • Atria Wealth Solutions first reported a position in M.D.C. Holdings, Inc. in Q4 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's M.D.C. Holdings, Inc. position peaked at $451K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.