KWA
MDC

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

Kingswood 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
Q1 		– Sell
-730
Closed -$298K – 713
2023
Q4 		$298K Buy
+730
New +$32.3K 0.03% 477

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Kingswood Wealth Advisors's MDC Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 730 shares — an estimated $298K sold.

Kingswood Wealth Advisors first reported a position in MDC in Q4 2023 and held it in 1 quarter. The position peaked at $298K in Q4 2023. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Kingswood Wealth Advisors reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 730 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $298K.
  • Kingswood Wealth Advisors first reported a position in M.D.C. Holdings, Inc. in Q4 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's M.D.C. Holdings, Inc. position peaked at $298K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.