PWP
MDC

Phillips Wealth Planners’s M.D.C. Holdings, Inc. MDC Stock Holding History

Phillips Wealth Planners’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
-4,753
Closed -$299K – 186
2023
Q4 		$299K Buy
+4,753
New +$210K 0.36% 96
2023
Q3 		– Sell
-5,809
Closed -$272K – 161
2023
Q2 		$272K Buy
5,809
+94
+2% +$3.91K 0.36% 103
2023
Q1 		$235K Buy
5,715
+69
+1% +$2.55K 0.31% 121
2022
Q4 		$221K Buy
+5,646
New +$174K 0.39% 95

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

Phillips Wealth Planners's MDC Position: Q1 2024 in Review

Phillips Wealth Planners sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 4,753 shares — an estimated $299K sold.

Phillips Wealth Planners first reported a position in MDC in Q4 2022 and held it in 4 quarters. The position peaked at $299K in Q4 2023. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Phillips Wealth Planners reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Phillips Wealth Planners sold 4,753 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $299K.
  • Phillips Wealth Planners first reported a position in M.D.C. Holdings, Inc. in Q4 2022 and held it in 4 quarters.
  • Phillips Wealth Planners's M.D.C. Holdings, Inc. position peaked at $299K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Phillips Wealth Planners's 13F filing for Q1 2024, filed 29 Apr 2024.