SWS
MDC

SYSTM Wealth Solutions’s M.D.C. Holdings, Inc. MDC Stock Holding History

SYSTM Wealth Solutions’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
-147
Closed -$9.25K – 1010
2024
Q1 		$9.25K Sell
147
-24,189
-99% -$1.48M ﹤0.01% 785
2023
Q4 		$1.34M Sell
24,336
-2,552
-9% -$113K 0.19% 155
2023
Q3 		$1.11M Buy
26,888
+1,127
+4% +$52.5K 0.17% 164
2023
Q2 		$1.2M Buy
25,761
+5,954
+30% +$248K 0.16% 174
2023
Q1 		$770K Sell
19,807
-5,736
-22% -$212K 0.12% 213
2022
Q4 		$807K Buy
+25,543
New +$789K 0.1% 252

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

SYSTM Wealth Solutions's MDC Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 147 shares — an estimated $9.25K sold.

SYSTM Wealth Solutions first reported a position in MDC in Q4 2022 and held it in 6 quarters. The position peaked at $1.34M in Q4 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 147 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $9.25K.
  • SYSTM Wealth Solutions first reported a position in M.D.C. Holdings, Inc. in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's M.D.C. Holdings, Inc. position peaked at $1.34M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.