CA
MOFG

CoreCap Advisors’s MidWestOne Financial Group MOFG Stock Holding History

CoreCap 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
2022
Q1 		– Sell
-285
Closed -$9K – 1467
2021
Q4 		$9K Buy
+285
New +$9.12K ﹤0.01% 1584

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
MFW
Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CoreCap Advisors's MOFG Position: Q1 2022 in Review

CoreCap Advisors sold out of MidWestOne Financial Group (MOFG) in Q1 2022, closing a stake of 285 shares — an estimated $9K sold.

CoreCap Advisors first reported a position in MOFG in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 91 funds tracked by Wall St. Rank hold MOFG as of Q1 2022.

  • CoreCap Advisors reported no remaining MidWestOne Financial Group position as of Q1 2022 after selling out during the quarter.
  • CoreCap Advisors sold 285 MidWestOne Financial Group shares in Q1 2022, an estimated $9K.
  • CoreCap Advisors first reported a position in MidWestOne Financial Group in Q4 2021 and held it in 1 quarter.
  • CoreCap Advisors's MidWestOne Financial Group position peaked at $9K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2022.

Based on CoreCap Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.