TCWM
MDC

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

Total Clarity 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
Q1 		– Sell
-6,640
Closed -$367K – 295
2023
Q4 		$367K Sell
6,640
-636
-9% -$28.2K 0.15% 154
2023
Q3 		$300K Buy
+7,276
New +$339K 0.14% 158
2023
Q2 		– Sell
-10,745
Closed -$418K – 233
2023
Q1 		$418K Sell
10,745
-18,587
-63% -$687K 0.23% 103
2022
Q4 		$927K Buy
29,332
+11,005
+60% +$340K 0.47% 53
2022
Q3 		$503K Buy
18,327
+909
+5% +$30.1K 0.31% 84
2022
Q2 		$563K Buy
17,418
+3,445
+25% +$123K 0.29% 80
2022
Q1 		$529K Buy
13,973
+5,983
+75% +$273K 0.29% 96
2021
Q4 		$446K Sell
7,990
-4,999
-38% -$255K 0.2% 110
2021
Q3 		$607K Sell
12,989
-112
-0.9% -$5.67K 0.29% 88
2021
Q2 		$663K Buy
13,101
+6,117
+88% +$350K 0.37% 81
2021
Q1 		$415K Buy
6,984
+2,238
+47% +$117K 0.24% 104
2020
Q4 		$214K Hold
4,746
– – 0.15% 144
2020
Q3 		$207K Buy
+4,746
New +$189K 0.18% 121
2020
Q1 		– Sell
-5,556
Closed -$196K – 660
2019
Q4 		$196K Buy
+5,556
New +$209K 0.15% 123

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

Total Clarity Wealth Management's MDC Position: Q1 2024 in Review

Total Clarity Wealth Management sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 6,640 shares — an estimated $367K sold.

Total Clarity Wealth Management first reported a position in MDC in Q4 2019 and held it in 14 quarters. The position peaked at $927K in Q4 2022. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Total Clarity Wealth Management reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Total Clarity Wealth Management sold 6,640 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $367K.
  • Total Clarity Wealth Management first reported a position in M.D.C. Holdings, Inc. in Q4 2019 and held it in 14 quarters.
  • Total Clarity Wealth Management's M.D.C. Holdings, Inc. position peaked at $927K in Q4 2022.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Total Clarity Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.