SPIA
MOFG

Steward Partners Investment Advisory’s MidWestOne Financial Group MOFG Stock Holding History

Steward Partners Investment Advisory’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
-100
Closed -$3K – 3337
2021
Q4 		$3K Buy
+100
New +$3.2K ﹤0.01% 2952

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 $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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Advisory's MOFG Position: Q1 2022 in Review

Steward Partners Investment Advisory sold out of MidWestOne Financial Group (MOFG) in Q1 2022, closing a stake of 100 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in MOFG in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 92 funds tracked by Wall St. Rank hold MOFG as of Q1 2022.

  • Steward Partners Investment Advisory reported no remaining MidWestOne Financial Group position as of Q1 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 MidWestOne Financial Group shares in Q1 2022, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in MidWestOne Financial Group in Q4 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's MidWestOne Financial Group position peaked at $3K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2022, filed 2 May 2022.