PWMG
MDC

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

Private Wealth Management Group’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
-280
Closed -$17.6K – 1630
2024
Q1 		$17.6K Hold
280
– – 0.01% 295
2023
Q4 		$15.5K Buy
+280
New +$12.4K 0.01% 310

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

Private Wealth Management Group's MDC Position: Q2 2024 in Review

Private Wealth Management Group sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 280 shares — an estimated $17.6K sold.

Private Wealth Management Group first reported a position in MDC in Q4 2023 and held it in 2 quarters. The position peaked at $17.6K in Q1 2024. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Private Wealth Management Group reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 280 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $17.6K.
  • Private Wealth Management Group first reported a position in M.D.C. Holdings, Inc. in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's M.D.C. Holdings, Inc. position peaked at $17.6K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

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