Corient Private Wealth
MDC

Corient Private Wealth’s M.D.C. Holdings, Inc. MDC Stock Holding History

Corient Private Wealth’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
-39,903
Closed -$2.51M – 2415
2024
Q1 		$2.51M Sell
39,903
-40,131
-50% -$2.45M ﹤0.01% 927
2023
Q4 		$4.42M Buy
80,034
+40,551
+103% +$1.8M 0.01% 725
2023
Q3 		$1.63M Sell
39,483
-27
-0.1% -$1.26K ﹤0.01% 992
2023
Q2 		$1.85M Sell
39,510
-326
-0.8% -$13.6K ﹤0.01% 927
2023
Q1 		$1.55M Buy
39,836
+4,433
+13% +$164K ﹤0.01% 934
2022
Q4 		$1.12M Buy
+35,403
New +$1.09M ﹤0.01% 876

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

Corient Private Wealth's MDC Position: Q2 2024 in Review

Corient Private Wealth sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 39,903 shares — an estimated $2.51M sold.

Corient Private Wealth first reported a position in MDC in Q4 2022 and held it in 6 quarters. The position peaked at $4.42M in Q4 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Corient Private Wealth reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Corient Private Wealth sold 39,903 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $2.51M.
  • Corient Private Wealth first reported a position in M.D.C. Holdings, Inc. in Q4 2022 and held it in 6 quarters.
  • Corient Private Wealth's M.D.C. Holdings, Inc. position peaked at $4.42M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Corient Private Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.