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

TCI 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	-313	Closed	-$7.64K	–	1426
2023 Q1	$7.64K	Sell	313 -124	-28%	-$3.66K	﹤0.01%	1245
2022 Q4	$13.9K	Sell	437 -7	-2%	-$225	﹤0.01%	867
2022 Q3	$12K	Sell	444 -1	-0.2%	-$31	﹤0.01%	916
2022 Q2	$13K	Sell	445 -14	-3%	-$423	﹤0.01%	859
2022 Q1	$15K	Hold	459	–	–	﹤0.01%	839
2021 Q4	$15K	Sell	459 -10	-2%	-$320	﹤0.01%	875
2021 Q3	$14K	Buy	469 +9	+2%	+$263	﹤0.01%	876
2021 Q2	$13K	Buy	460 +147	+47%	+$4.52K	﹤0.01%	799
2021 Q1	$10K	Buy	+313	New	+$8.9K	﹤0.01%	858
2020 Q3	–	Sell	-144	Closed	-$3K	–	1604
2020 Q2	$3K	Buy	144 +45	+45%	+$869	﹤0.01%	928
2020 Q1	$2K	Buy	+99	New	+$2.91K	﹤0.01%	1042

Other funds holding MOFG

MFG

MidWestOne Financial Group Iowa City, Iowa $900M AUM 23.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TCI Wealth Advisors sold out of MidWestOne Financial Group (MOFG) in Q2 2023, closing a stake of 313 shares — an estimated $7.64K sold.

TCI Wealth Advisors first reported a position in MOFG in Q1 2020 and held it in 11 quarters. The position peaked at $15K in Q1 2022. 81 funds tracked by Wall St. Rank hold MOFG as of Q2 2023.

TCI Wealth Advisors reported no remaining MidWestOne Financial Group position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 313 MidWestOne Financial Group shares in Q2 2023, an estimated $7.64K.
TCI Wealth Advisors first reported a position in MidWestOne Financial Group in Q1 2020 and held it in 11 quarters.
TCI Wealth Advisors's MidWestOne Financial Group position peaked at $15K in Q1 2022.
81 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.