CPA
MOFG

Capital Performance Advisors’s MidWestOne Financial Group MOFG Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-27
Closed -$770 – 1689
2024
Q3 		$770 Buy
+27
New +$733 ﹤0.01% 2045

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's MOFG Position: Q4 2024 in Review

Capital Performance Advisors sold out of MidWestOne Financial Group (MOFG) in Q4 2024, closing a stake of 27 shares — an estimated $770 sold.

Capital Performance Advisors first reported a position in MOFG in Q3 2024 and held it in 1 quarter. The position peaked at $770 in Q3 2024. 118 funds tracked by Wall St. Rank hold MOFG as of Q4 2024.

  • Capital Performance Advisors reported no remaining MidWestOne Financial Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 27 MidWestOne Financial Group shares in Q4 2024, an estimated $770.
  • Capital Performance Advisors first reported a position in MidWestOne Financial Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's MidWestOne Financial Group position peaked at $770 in Q3 2024.
  • 118 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.