SWM
MDC

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

Spire 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
-32
Closed -$2.01K – 2421
2024
Q1 		$2.01K Hold
32
– – ﹤0.01% 2096
2023
Q4 		$2K Buy
+32
New +$1.42K ﹤0.01% 2140
2023
Q2 		– Sell
-525
Closed -$20.4K – 2558
2023
Q1 		$20.4K Sell
525
-38
-7% -$1.41K ﹤0.01% 1608
2022
Q4 		$18K Buy
563
+38
+7% +$1.17K ﹤0.01% 1421
2022
Q3 		$14K Hold
525
– – ﹤0.01% 1474
2022
Q2 		$17K Hold
525
– – ﹤0.01% 1745
2022
Q1 		$20K Sell
525
-90
-15% -$4.11K ﹤0.01% 1825
2021
Q4 		$34K Buy
615
+90
+17% +$4.58K ﹤0.01% 1905
2021
Q3 		$25K Hold
525
– – ﹤0.01% 1773
2021
Q2 		$27K Hold
525
– – ﹤0.01% 1759
2021
Q1 		$31K Buy
+525
New +$27.5K ﹤0.01% 1964

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

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

Spire Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 32 shares — an estimated $2.01K sold.

Spire Wealth Management first reported a position in MDC in Q1 2021 and held it in 11 quarters. The position peaked at $34K in Q4 2021. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Spire Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 32 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $2.01K.
  • Spire Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q1 2021 and held it in 11 quarters.
  • Spire Wealth Management's M.D.C. Holdings, Inc. position peaked at $34K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.