HWA
MDC

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

HHM 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
Q2 		– Sell
-293
Closed -$18.4K – 869
2024
Q1 		$18.4K Hold
293
– – ﹤0.01% 426
2023
Q4 		$16.2K Hold
293
– – ﹤0.01% 442
2023
Q3 		$12.1K Buy
293
+2
+0.7% +$93 ﹤0.01% 474
2023
Q2 		$13.6K Hold
291
– – ﹤0.01% 474
2023
Q1 		$11.3K Hold
291
– – ﹤0.01% 498
2022
Q4 		$9.2K Hold
291
– – ﹤0.01% 464
2022
Q3 		$8K Hold
291
– – ﹤0.01% 477
2022
Q2 		$9K Hold
291
– – ﹤0.01% 562
2022
Q1 		$11K Hold
291
– – ﹤0.01% 531
2021
Q4 		$16K Hold
291
– – ﹤0.01% 466
2021
Q3 		$14K Hold
291
– – ﹤0.01% 458
2021
Q2 		$15K Hold
291
– – ﹤0.01% 440
2021
Q1 		$17K Sell
291
-1
-0.3% -$52 0.01% 399
2020
Q4 		$13K Hold
292
– – ﹤0.01% 405
2020
Q3 		$13K Buy
+292
New +$11.6K 0.01% 364

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

HHM Wealth Advisors's MDC Position: Q2 2024 in Review

HHM Wealth Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 293 shares — an estimated $18.4K sold.

HHM Wealth Advisors first reported a position in MDC in Q3 2020 and held it in 15 quarters. The position peaked at $18.4K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • HHM Wealth Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 293 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $18.4K.
  • HHM Wealth Advisors first reported a position in M.D.C. Holdings, Inc. in Q3 2020 and held it in 15 quarters.
  • HHM Wealth Advisors's M.D.C. Holdings, Inc. position peaked at $18.4K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.