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Advocacy Wealth Management Services’s Commerce Bancshares CBSH Stock Holding History

Advocacy Wealth Management Services’s Portfolio CBSH Stock Details CBSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-162
Closed -$7K – 143
2019
Q3 		$7K Hold
162
– – ﹤0.01% 132
2019
Q2 		$7K Buy
+162
New +$6.83K 0.01% 142

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advocacy Wealth Management Services's CBSH Position: Q4 2019 in Review

Advocacy Wealth Management Services sold out of Commerce Bancshares (CBSH) in Q4 2019, closing a stake of 162 shares — an estimated $7K sold.

Advocacy Wealth Management Services first reported a position in CBSH in Q2 2019 and held it in 2 quarters. The position peaked at $7K in Q3 2019. 364 funds tracked by Wall St. Rank hold CBSH as of Q4 2019.

  • Advocacy Wealth Management Services reported no remaining Commerce Bancshares position as of Q4 2019 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 162 Commerce Bancshares shares in Q4 2019, an estimated $7K.
  • Advocacy Wealth Management Services first reported a position in Commerce Bancshares in Q2 2019 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Commerce Bancshares position peaked at $7K in Q3 2019.
  • 364 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2019, filed 6 Jan 2020.