WOSD
MOFG

WFA of San Diego’s MidWestOne Financial Group MOFG Stock Holding History

WFA of San Diego’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
Q3 		$4.99K Hold
175
– – ﹤0.01% 319
2024
Q2 		$3.94K Buy
+175
New +$3.71K ﹤0.01% 330
2023
Q3 		$3.56K Hold
175
– – ﹤0.01% 330
2023
Q2 		$3.74K Buy
+175
New +$3.64K ﹤0.01% 325
2023
Q1 		– Sell
-175
Closed -$5.56K – 278
2022
Q4 		$5.56K Buy
+175
New +$5.63K ﹤0.01% 399
2022
Q3 		– Sell
-175
Closed -$5K – 276
2022
Q2 		$5K Buy
+175
New +$5.29K ﹤0.01% 320

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

WFA of San Diego's MOFG Position: Q3 2024 in Review

WFA of San Diego held its MidWestOne Financial Group (MOFG) position steady in Q3 2024 at 175 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

WFA of San Diego first reported a position in MOFG in Q2 2022 and has held it in 6 quarters since. The position peaked at $5.56K in Q4 2022. 119 funds tracked by Wall St. Rank hold MOFG as of Q3 2024.

  • WFA of San Diego held 175 shares of MidWestOne Financial Group worth $4.99K as of Q3 2024.
  • WFA of San Diego left its MidWestOne Financial Group share count unchanged in Q3 2024.
  • MidWestOne Financial Group made up ﹤0.01% of WFA of San Diego's portfolio in Q3 2024, its #319 holding.
  • WFA of San Diego first reported a position in MidWestOne Financial Group in Q2 2022 and has held it in 6 quarters since.
  • WFA of San Diego's MidWestOne Financial Group position peaked at $5.56K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held MidWestOne Financial Group as of Q3 2024.

Based on WFA of San Diego's 13F filing for Q3 2024, filed 13 Nov 2024.