Clearstead Advisors
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Clearstead Advisors’s M.D.C. Holdings, Inc. MDC Stock Holding History

Clearstead Advisors’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
-138
Closed -$7.63K – 1649
2023
Q4 		$7.63K Buy
138
+63
+84% +$2.79K ﹤0.01% 1104
2023
Q3 		$3.09K Buy
+75
New +$3.5K ﹤0.01% 1159
2022
Q4 		– Sell
-201
Closed -$6K – 1397
2022
Q3 		$6K Hold
201
– – ﹤0.01% 966
2022
Q2 		$6K Hold
201
– – ﹤0.01% 992
2022
Q1 		$8K Hold
201
– – ﹤0.01% 1026
2021
Q4 		$11K Hold
201
– – ﹤0.01% 927
2021
Q3 		$9K Buy
+201
New +$10.2K ﹤0.01% 965

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 $3.38T AUM 44.17% 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
Magnetar Financial
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Clearstead Advisors's MDC Position: Q1 2024 in Review

Clearstead Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 138 shares — an estimated $7.63K sold.

Clearstead Advisors first reported a position in MDC in Q3 2021 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Clearstead Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Clearstead Advisors sold 138 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $7.63K.
  • Clearstead Advisors first reported a position in M.D.C. Holdings, Inc. in Q3 2021 and held it in 7 quarters.
  • Clearstead Advisors's M.D.C. Holdings, Inc. position peaked at $11K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Clearstead Advisors's 13F filing for Q1 2024, filed 14 May 2024.