AWM
MOFG

Avior Wealth Management’s MidWestOne Financial Group MOFG Stock Holding History

Avior Wealth Management’s Portfolio MOFG Stock Details MOFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$23 – 3145
2024
Q1 		$23 Buy
+1
New +$24 ﹤0.01% 3660

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Avior Wealth Management's MOFG Position: Q2 2024 in Review

Avior Wealth Management sold out of MidWestOne Financial Group (MOFG) in Q2 2024, closing a stake of 1 share — an estimated $23 sold.

Avior Wealth Management first reported a position in MOFG in Q1 2024 and held it in 1 quarter. The position peaked at $23 in Q1 2024. 87 funds tracked by Wall St. Rank hold MOFG as of Q2 2024.

  • Avior Wealth Management reported no remaining MidWestOne Financial Group position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1 MidWestOne Financial Group share in Q2 2024, an estimated $23.
  • Avior Wealth Management first reported a position in MidWestOne Financial Group in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's MidWestOne Financial Group position peaked at $23 in Q1 2024.
  • 87 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.