KWM
MDC

Kingsview Wealth Management’s M.D.C. Holdings, Inc. MDC Stock Holding History

Kingsview 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
-3,519
Closed -$221K – 1135
2024
Q1 		$221K Sell
3,519
-13,231
-79% -$808K 0.01% 933
2023
Q4 		$925K Sell
16,750
-49,900
-75% -$2.21M 0.03% 486
2023
Q3 		$2.75M Buy
66,650
+43,027
+182% +$2.01M 0.1% 221
2023
Q2 		$1.1M Buy
23,623
+9,854
+72% +$410K 0.04% 379
2023
Q1 		$535K Buy
+13,769
New +$509K 0.02% 554

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

Kingsview Wealth Management's MDC Position: Q2 2024 in Review

Kingsview Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 3,519 shares — an estimated $221K sold.

Kingsview Wealth Management first reported a position in MDC in Q1 2023 and held it in 5 quarters. The position peaked at $2.75M in Q3 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Kingsview Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,519 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $221K.
  • Kingsview Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q1 2023 and held it in 5 quarters.
  • Kingsview Wealth Management's M.D.C. Holdings, Inc. position peaked at $2.75M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.