AAS
MDC

Avantax Advisory Services’s M.D.C. Holdings, Inc. MDC Stock Holding History

Avantax Advisory Services’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
2023
Q3 		– Sell
-9,218
Closed -$431K – 1635
2023
Q2 		$431K Sell
9,218
-286
-3% -$11.9K ﹤0.01% 1006
2023
Q1 		$369K Buy
9,504
+2,717
+40% +$100K ﹤0.01% 1037
2022
Q4 		$214K Sell
6,787
-2,947
-30% -$91.1K ﹤0.01% 1278
2022
Q3 		$267K Sell
9,734
-632
-6% -$20.9K ﹤0.01% 1061
2022
Q2 		$335K Sell
10,366
-692
-6% -$24.8K 0.01% 960
2022
Q1 		$418K Hold
11,058
– – 0.01% 856
2021
Q4 		$617K Sell
11,058
-303
-3% -$15.4K 0.01% 689
2021
Q3 		$535K Buy
11,361
+348
+3% +$17.6K 0.01% 701
2021
Q2 		$558K Buy
11,013
+236
+2% +$13.5K 0.01% 666
2021
Q1 		$642K Sell
10,777
-836
-7% -$43.8K 0.01% 544
2020
Q4 		$524K Sell
11,613
-7,620
-40% -$340K 0.01% 547
2020
Q3 		$843K Buy
19,233
+6,251
+48% +$249K 0.01% 586
2020
Q2 		$430K Sell
12,982
-54
-0.4% -$1.49K 0.01% 520
2020
Q1 		$281K Buy
13,036
+58
+0.4% +$2.03K 0.01% 605
2019
Q4 		$459K Buy
12,978
+2,355
+22% +$88.6K 0.01% 501
2019
Q3 		$424K Buy
+10,623
New +$373K 0.02% 351

Other funds holding MDC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's MDC Position: Q3 2023 in Review

Avantax Advisory Services sold out of M.D.C. Holdings, Inc. (MDC) in Q3 2023, closing a stake of 9,218 shares — an estimated $431K sold.

Avantax Advisory Services first reported a position in MDC in Q3 2019 and held it in 16 quarters. The position peaked at $843K in Q3 2020. 346 funds tracked by Wall St. Rank hold MDC as of Q3 2023.

  • Avantax Advisory Services reported no remaining M.D.C. Holdings, Inc. position as of Q3 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 9,218 M.D.C. Holdings, Inc. shares in Q3 2023, an estimated $431K.
  • Avantax Advisory Services first reported a position in M.D.C. Holdings, Inc. in Q3 2019 and held it in 16 quarters.
  • Avantax Advisory Services's M.D.C. Holdings, Inc. position peaked at $843K in Q3 2020.
  • 346 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.