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Altium Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Altium Wealth Management’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
2022
Q1 		– Sell
-3,875
Closed -$219K – 385
2021
Q4 		$219K Buy
+3,875
New +$218K 0.01% 354

Other funds holding CBSH

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Altium Wealth Management's CBSH Position: Q1 2022 in Review

Altium Wealth Management sold out of Commerce Bancshares (CBSH) in Q1 2022, closing a stake of 3,875 shares — an estimated $219K sold.

Altium Wealth Management first reported a position in CBSH in Q4 2021 and held it in 1 quarter. The position peaked at $219K in Q4 2021. 383 funds tracked by Wall St. Rank hold CBSH as of Q1 2022.

  • Altium Wealth Management reported no remaining Commerce Bancshares position as of Q1 2022 after selling out during the quarter.
  • Altium Wealth Management sold 3,875 Commerce Bancshares shares in Q1 2022, an estimated $219K.
  • Altium Wealth Management first reported a position in Commerce Bancshares in Q4 2021 and held it in 1 quarter.
  • Altium Wealth Management's Commerce Bancshares position peaked at $219K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2022.

Based on Altium Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.