KMWM
MDC

Keudell/Morrison Wealth Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Keudell/Morrison Wealth 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
-4,160
Closed -$262K – 217
2024
Q1 		$262K Hold
4,160
– – 0.08% 171
2023
Q4 		$230K Buy
+4,160
New +$184K 0.08% 174

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

Keudell/Morrison Wealth Management's MDC Position: Q2 2024 in Review

Keudell/Morrison Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 4,160 shares — an estimated $262K sold.

Keudell/Morrison Wealth Management first reported a position in MDC in Q4 2023 and held it in 2 quarters. The position peaked at $262K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Keudell/Morrison Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 4,160 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $262K.
  • Keudell/Morrison Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q4 2023 and held it in 2 quarters.
  • Keudell/Morrison Wealth Management's M.D.C. Holdings, Inc. position peaked at $262K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.