CAS
MOFG

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

Coppell Advisory Solutions’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
Q4 		– Sell
-735
Closed -$20.3K – 1827
2023
Q3 		$20.3K Buy
+735
New +$16.1K 0.01% 494
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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Coppell Advisory Solutions's MOFG Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of MidWestOne Financial Group (MOFG) in Q4 2023, closing a stake of 735 shares — an estimated $20.3K sold.

Coppell Advisory Solutions first reported a position in MOFG in Q4 2022 and held it in 2 quarters. The position peaked at $28.9K in Q4 2022. 82 funds tracked by Wall St. Rank hold MOFG as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining MidWestOne Financial Group position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 735 MidWestOne Financial Group shares in Q4 2023, an estimated $20.3K.
  • Coppell Advisory Solutions first reported a position in MidWestOne Financial Group in Q4 2022 and held it in 2 quarters.
  • Coppell Advisory Solutions's MidWestOne Financial Group position peaked at $28.9K in Q4 2022.
  • 82 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.