NC
MOFG

NewSquare Capital’s MidWestOne Financial Group MOFG Stock Holding History

NewSquare 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
Q1 		– Sell
-100
Closed -$2.69K – 495
2023
Q4 		$2.69K Buy
+100
New +$2.22K ﹤0.01% 371

Other funds holding MOFG

MFG
MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

NewSquare Capital's MOFG Position: Q1 2024 in Review

NewSquare Capital sold out of MidWestOne Financial Group (MOFG) in Q1 2024, closing a stake of 100 shares — an estimated $2.69K sold.

NewSquare Capital first reported a position in MOFG in Q4 2023 and held it in 1 quarter. The position peaked at $2.69K in Q4 2023. 80 funds tracked by Wall St. Rank hold MOFG as of Q1 2024.

  • NewSquare Capital reported no remaining MidWestOne Financial Group position as of Q1 2024 after selling out during the quarter.
  • NewSquare Capital sold 100 MidWestOne Financial Group shares in Q1 2024, an estimated $2.69K.
  • NewSquare Capital first reported a position in MidWestOne Financial Group in Q4 2023 and held it in 1 quarter.
  • NewSquare Capital's MidWestOne Financial Group position peaked at $2.69K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2024.

Based on NewSquare Capital's 13F filing for Q1 2024, filed 8 May 2024.