BAAM
MOFG

Baker Avenue Asset Management’s MidWestOne Financial Group MOFG Stock Holding History

Baker Avenue Asset 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
2023
Q2 		– Sell
-13
Closed -$317 – 1700
2023
Q1 		$317 Buy
+13
New +$383 ﹤0.01% 1559

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $116B AUM 26.37% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baker Avenue Asset Management's MOFG Position: Q2 2023 in Review

Baker Avenue Asset Management sold out of MidWestOne Financial Group (MOFG) in Q2 2023, closing a stake of 13 shares — an estimated $317 sold.

Baker Avenue Asset Management first reported a position in MOFG in Q1 2023 and held it in 1 quarter. The position peaked at $317 in Q1 2023. 81 funds tracked by Wall St. Rank hold MOFG as of Q2 2023.

  • Baker Avenue Asset Management reported no remaining MidWestOne Financial Group position as of Q2 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 13 MidWestOne Financial Group shares in Q2 2023, an estimated $317.
  • Baker Avenue Asset Management first reported a position in MidWestOne Financial Group in Q1 2023 and held it in 1 quarter.
  • Baker Avenue Asset Management's MidWestOne Financial Group position peaked at $317 in Q1 2023.
  • 81 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2023.

Based on Baker Avenue Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.