IC
MOFG

Innealta Capital’s MidWestOne Financial Group MOFG Stock Holding History

Innealta Capital’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
-841
Closed -$18.9K – 1087
2024
Q2 		$18.9K Buy
+841
New +$17.8K 0.01% 674

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 $167B AUM 44.17% 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

Innealta Capital's MOFG Position: Q3 2024 in Review

Innealta Capital sold out of MidWestOne Financial Group (MOFG) in Q3 2024, closing a stake of 841 shares — an estimated $18.9K sold.

Innealta Capital first reported a position in MOFG in Q2 2024 and held it in 1 quarter. The position peaked at $18.9K in Q2 2024. 119 funds tracked by Wall St. Rank hold MOFG as of Q3 2024.

  • Innealta Capital reported no remaining MidWestOne Financial Group position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 841 MidWestOne Financial Group shares in Q3 2024, an estimated $18.9K.
  • Innealta Capital first reported a position in MidWestOne Financial Group in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's MidWestOne Financial Group position peaked at $18.9K in Q2 2024.
  • 119 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.