WMP
MDC

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

Wealth Management Partners’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
-4,318
Closed -$239K – 127
2023
Q4 		$239K Sell
4,318
-800
-16% -$35.4K 0.13% 108
2023
Q3 		$211K Sell
5,118
-760
-13% -$35.4K 0.13% 111
2023
Q2 		$275K Sell
5,878
-200
-3% -$8.33K 0.17% 96
2023
Q1 		$236K Sell
6,078
-3,922
-39% -$145K 0.17% 102
2022
Q4 		$305K Hold
10,000
– – 0.25% 75
2022
Q3 		$287K Buy
10,000
+2,000
+25% +$66.2K 0.25% 73
2022
Q2 		$264K Buy
8,000
+2,000
+33% +$71.6K 0.23% 82
2022
Q1 		$237K Buy
+6,000
New +$274K 0.17% 96

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

Wealth Management Partners's MDC Position: Q1 2024 in Review

Wealth Management Partners sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 4,318 shares — an estimated $239K sold.

Wealth Management Partners first reported a position in MDC in Q1 2022 and held it in 8 quarters. The position peaked at $305K in Q4 2022. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • Wealth Management Partners reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • Wealth Management Partners sold 4,318 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $239K.
  • Wealth Management Partners first reported a position in M.D.C. Holdings, Inc. in Q1 2022 and held it in 8 quarters.
  • Wealth Management Partners's M.D.C. Holdings, Inc. position peaked at $305K in Q4 2022.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on Wealth Management Partners's 13F filing for Q1 2024, filed 12 Apr 2024.