KAS
MDC

Kestra Advisory Services’s M.D.C. Holdings, Inc. MDC Stock Holding History

Kestra Advisory Services’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
2021
Q2 		– Sell
-3,423
Closed -$203K – 2042
2021
Q1 		$203K Buy
+3,423
New +$179K ﹤0.01% 1722

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kestra Advisory Services's MDC Position: Q2 2021 in Review

Kestra Advisory Services sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2021, closing a stake of 3,423 shares — an estimated $203K sold.

Kestra Advisory Services first reported a position in MDC in Q1 2021 and held it in 1 quarter. The position peaked at $203K in Q1 2021. 334 funds tracked by Wall St. Rank hold MDC as of Q2 2021.

  • Kestra Advisory Services reported no remaining M.D.C. Holdings, Inc. position as of Q2 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 3,423 M.D.C. Holdings, Inc. shares in Q2 2021, an estimated $203K.
  • Kestra Advisory Services first reported a position in M.D.C. Holdings, Inc. in Q1 2021 and held it in 1 quarter.
  • Kestra Advisory Services's M.D.C. Holdings, Inc. position peaked at $203K in Q1 2021.
  • 334 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2021.

Based on Kestra Advisory Services's 13F filing for Q2 2021, filed 28 Jul 2021.