RWA
MOFG

Redmont Wealth Advisors’s MidWestOne Financial Group MOFG Stock Holding History

Redmont Wealth 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
2023
Q2 		– Sell
-20,865
Closed -$510K – 69
2023
Q1 		$510K Buy
20,865
+2,008
+11% +$59.2K 1.03% 24
2022
Q4 		$599K Buy
18,857
+3,710
+24% +$119K 0.7% 33
2022
Q3 		$413K Buy
+15,147
New +$463K 0.54% 48

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
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 $128B AUM 35.83% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Redmont Wealth Advisors's MOFG Position: Q2 2023 in Review

Redmont Wealth Advisors sold out of MidWestOne Financial Group (MOFG) in Q2 2023, closing a stake of 20,865 shares — an estimated $510K sold.

Redmont Wealth Advisors first reported a position in MOFG in Q3 2022 and held it in 3 quarters. The position peaked at $599K in Q4 2022. 81 funds tracked by Wall St. Rank hold MOFG as of Q2 2023.

  • Redmont Wealth Advisors reported no remaining MidWestOne Financial Group position as of Q2 2023 after selling out during the quarter.
  • Redmont Wealth Advisors sold 20,865 MidWestOne Financial Group shares in Q2 2023, an estimated $510K.
  • Redmont Wealth Advisors first reported a position in MidWestOne Financial Group in Q3 2022 and held it in 3 quarters.
  • Redmont Wealth Advisors's MidWestOne Financial Group position peaked at $599K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2023.

Based on Redmont Wealth Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.