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

JFS 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	-75	Closed	-$4.72K	–	2063
2024 Q1	$4.72K	Hold	75	–	–	﹤0.01%	1125
2023 Q4	$4.14K	Hold	75	–	–	﹤0.01%	1134
2023 Q3	$3.09K	Hold	75	–	–	﹤0.01%	1202
2023 Q2	$3.51K	Buy	75 +3	+4%	+$125	﹤0.01%	1172
2023 Q1	$2.8K	Buy	72 +29	+67%	+$1.07K	﹤0.01%	1231
2022 Q4	$1.36K	Buy	43 +15	+54%	+$463	﹤0.01%	1513
2022 Q3	$1K	Sell	28 -55	-66%	-$1.82K	﹤0.01%	1704
2022 Q2	$3K	Buy	83 +29	+54%	+$1.04K	﹤0.01%	1260
2022 Q1	$2K	Buy	54 +32	+145%	+$1.46K	﹤0.01%	1538
2021 Q4	$1K	Buy	+22	New	+$1.12K	﹤0.01%	1651

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

JFS Wealth Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 75 shares — an estimated $4.72K sold.

JFS Wealth Advisors first reported a position in MDC in Q4 2021 and held it in 10 quarters. The position peaked at $4.72K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

JFS Wealth Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
JFS Wealth Advisors sold 75 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $4.72K.
JFS Wealth Advisors first reported a position in M.D.C. Holdings, Inc. in Q4 2021 and held it in 10 quarters.
JFS Wealth Advisors's M.D.C. Holdings, Inc. position peaked at $4.72K in Q1 2024.
4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.