CFM
MOFG

Catalyst Funds Management’s MidWestOne Financial Group MOFG Stock Holding History

Catalyst Funds 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
Q3 		– Sell
-300
Closed -$6.75K – 1489
2024
Q2 		$6.75K Sell
300
-400
-57% -$8.47K ﹤0.01% 1005
2024
Q1 		$16.4K Buy
+700
New +$16.8K ﹤0.01% 802

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Catalyst Funds Management's MOFG Position: Q3 2024 in Review

Catalyst Funds Management sold out of MidWestOne Financial Group (MOFG) in Q3 2024, closing a stake of 300 shares — an estimated $6.75K sold.

Catalyst Funds Management first reported a position in MOFG in Q1 2024 and held it in 2 quarters. The position peaked at $16.4K in Q1 2024. 118 funds tracked by Wall St. Rank hold MOFG as of Q3 2024.

  • Catalyst Funds Management reported no remaining MidWestOne Financial Group position as of Q3 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 300 MidWestOne Financial Group shares in Q3 2024, an estimated $6.75K.
  • Catalyst Funds Management first reported a position in MidWestOne Financial Group in Q1 2024 and held it in 2 quarters.
  • Catalyst Funds Management's MidWestOne Financial Group position peaked at $16.4K in Q1 2024.
  • 118 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2024.

Based on Catalyst Funds Management's 13F filing for Q3 2024, filed 14 Nov 2024.