AWM
MDC

Avior Wealth Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Avior Wealth Management’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
-122
Closed -$7.67K – 3908
2024
Q1 		$7.67K Buy
122
+43
+54% +$2.63K ﹤0.01% 1953
2023
Q4 		$4.36K Hold
79
– – ﹤0.01% 1183
2023
Q3 		$3.26K Hold
79
– – ﹤0.01% 1311
2023
Q2 		$3.69K Buy
+79
New +$3.29K ﹤0.01% 1258
2017
Q1 		– Sell
-79
Closed -$2K – 534
2016
Q4 		$2K Buy
+79
New +$1.47K ﹤0.01% 465

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

Avior Wealth Management's MDC Position: Q2 2024 in Review

Avior Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 122 shares — an estimated $7.67K sold.

Avior Wealth Management first reported a position in MDC in Q4 2016 and held it in 5 quarters. The position peaked at $7.67K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Avior Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 122 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $7.67K.
  • Avior Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q4 2016 and held it in 5 quarters.
  • Avior Wealth Management's M.D.C. Holdings, Inc. position peaked at $7.67K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.