FFM
MDC

Forum Financial Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Forum Financial 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
-3,832
Closed -$241K – 782
2024
Q1 		$241K Sell
3,832
-122
-3% -$7.45K ﹤0.01% 611
2023
Q4 		$218K Buy
+3,954
New +$175K ﹤0.01% 603

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Forum Financial Management's MDC Position: Q2 2024 in Review

Forum Financial Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 3,832 shares — an estimated $241K sold.

Forum Financial Management first reported a position in MDC in Q4 2023 and held it in 2 quarters. The position peaked at $241K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Forum Financial Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 3,832 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $241K.
  • Forum Financial Management first reported a position in M.D.C. Holdings, Inc. in Q4 2023 and held it in 2 quarters.
  • Forum Financial Management's M.D.C. Holdings, Inc. position peaked at $241K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.