VIA
MOFG

Virtus Investment Advisers’s MidWestOne Financial Group MOFG Stock Holding History

Virtus Investment Advisers’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
Q1 		– Sell
-4,322
Closed -$137K – 319
2022
Q4 		$137K Hold
4,322
– – 0.09% 243
2022
Q3 		$118K Buy
+4,322
New +$132K 0.05% 271

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 $481B AUM 30.42% 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
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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 $1.61T AUM 30.72% 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 $757B AUM 28.64% 1-Year Est. Return

Virtus Investment Advisers's MOFG Position: Q1 2023 in Review

Virtus Investment Advisers sold out of MidWestOne Financial Group (MOFG) in Q1 2023, closing a stake of 4,322 shares — an estimated $137K sold.

Virtus Investment Advisers first reported a position in MOFG in Q3 2022 and held it in 2 quarters. The position peaked at $137K in Q4 2022. 87 funds tracked by Wall St. Rank hold MOFG as of Q1 2023.

  • Virtus Investment Advisers reported no remaining MidWestOne Financial Group position as of Q1 2023 after selling out during the quarter.
  • Virtus Investment Advisers sold 4,322 MidWestOne Financial Group shares in Q1 2023, an estimated $137K.
  • Virtus Investment Advisers first reported a position in MidWestOne Financial Group in Q3 2022 and held it in 2 quarters.
  • Virtus Investment Advisers's MidWestOne Financial Group position peaked at $137K in Q4 2022.
  • 87 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q1 2023.

Based on Virtus Investment Advisers's 13F filing for Q1 2023, filed 15 May 2023.