CASC
MOFG

Coppell Advisory Solutions Corp’s MidWestOne Financial Group MOFG Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		– Sell
-1,050
Closed -$28.9K – 730
2022
Q4 		$28.9K Buy
+1,050
New +$33.8K 0.01% 438

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
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 $2.9T AUM 29.55% 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 $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coppell Advisory Solutions Corp's MOFG Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of MidWestOne Financial Group (MOFG) in Q1 2023, closing a stake of 1,050 shares — an estimated $28.9K sold.

Coppell Advisory Solutions Corp first reported a position in MOFG in Q4 2022 and held it in 1 quarter. The position peaked at $28.9K in Q4 2022. 87 funds tracked by Wall St. Rank hold MOFG as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining MidWestOne Financial Group position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,050 MidWestOne Financial Group shares in Q1 2023, an estimated $28.9K.
  • Coppell Advisory Solutions Corp first reported a position in MidWestOne Financial Group in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's MidWestOne Financial Group position peaked at $28.9K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.