WP
MDC

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

WealthPLAN 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
-17,948
Closed -$992K – 353
2023
Q4 		$992K Buy
+17,948
New +$794K 0.1% 156

Other funds holding MDC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

WealthPLAN Partners's MDC Position: Q1 2024 in Review

WealthPLAN Partners sold out of M.D.C. Holdings, Inc. (MDC) in Q1 2024, closing a stake of 17,948 shares — an estimated $992K sold.

WealthPLAN Partners first reported a position in MDC in Q4 2023 and held it in 1 quarter. The position peaked at $992K in Q4 2023. 323 funds tracked by Wall St. Rank hold MDC as of Q1 2024.

  • WealthPLAN Partners reported no remaining M.D.C. Holdings, Inc. position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 17,948 M.D.C. Holdings, Inc. shares in Q1 2024, an estimated $992K.
  • WealthPLAN Partners first reported a position in M.D.C. Holdings, Inc. in Q4 2023 and held it in 1 quarter.
  • WealthPLAN Partners's M.D.C. Holdings, Inc. position peaked at $992K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held M.D.C. Holdings, Inc. as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.