Wealth Enhancement Advisory Services
MDC

Wealth Enhancement Advisory Services’s M.D.C. Holdings, Inc. MDC Stock Holding History

Wealth Enhancement Advisory Services’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
-5,181
Closed -$326K – 2730
2024
Q1 		$326K Sell
5,181
-11,842
-70% -$723K ﹤0.01% 1864
2023
Q4 		$940K Sell
17,023
-465
-3% -$20.6K ﹤0.01% 1201
2023
Q3 		$721K Buy
+17,488
New +$815K ﹤0.01% 1237

Other funds holding MDC

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

Wealth Enhancement Advisory Services's MDC Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of M.D.C. Holdings, Inc. (MDC) in Q2 2024, closing a stake of 5,181 shares — an estimated $326K sold.

Wealth Enhancement Advisory Services first reported a position in MDC in Q3 2023 and held it in 3 quarters. The position peaked at $940K in Q4 2023. 4 funds tracked by Wall St. Rank hold MDC as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining M.D.C. Holdings, Inc. position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,181 M.D.C. Holdings, Inc. shares in Q2 2024, an estimated $326K.
  • Wealth Enhancement Advisory Services first reported a position in M.D.C. Holdings, Inc. in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's M.D.C. Holdings, Inc. position peaked at $940K in Q4 2023.
  • 4 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.