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

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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.