CWA
MDC

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

Clearview Wealth 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
-6,788
Closed -$375K – 132
2023
Q4 		$375K Buy
+6,788
New +$300K 0.44% 76

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Clearview Wealth Advisors's MDC Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 6,788 shares — an estimated $375K sold.

Clearview Wealth Advisors first reported a position in MDC in Q4 2023 and held it in 1 quarter. The position peaked at $375K in Q4 2023. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Clearview Wealth Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 6,788 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $375K.
  • Clearview Wealth Advisors first reported a position in M.D.C. Holdings, Inc. in Q4 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's M.D.C. Holdings, Inc. position peaked at $375K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.