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Arkadios Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

Arkadios Wealth Advisors’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
2020
Q2 		– Sell
-17
Closed -$655 – 974
2020
Q1 		$655 Buy
+17
New +$805 ﹤0.01% 997

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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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arkadios Wealth Advisors's CBSH Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of Commerce Bancshares (CBSH) in Q2 2020, closing a stake of 17 shares — an estimated $655 sold.

Arkadios Wealth Advisors first reported a position in CBSH in Q1 2020 and held it in 1 quarter. The position peaked at $655 in Q1 2020. 356 funds tracked by Wall St. Rank hold CBSH as of Q2 2020.

  • Arkadios Wealth Advisors reported no remaining Commerce Bancshares position as of Q2 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 17 Commerce Bancshares shares in Q2 2020, an estimated $655.
  • Arkadios Wealth Advisors first reported a position in Commerce Bancshares in Q1 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Commerce Bancshares position peaked at $655 in Q1 2020.
  • 356 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.