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Baker Tilly Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Baker Tilly 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
2023
Q2 		– Sell
-4,901
Closed -$247K – 551
2023
Q1 		$247K Sell
4,901
-41
-0.8% -$2.29K 0.03% 483
2022
Q4 		$291K Buy
4,942
+7
+0.1% +$408 0.04% 441
2022
Q3 		$269K Hold
4,935
– – 0.04% 432
2022
Q2 		$267K Buy
4,935
+84
+2% +$4.72K 0.04% 432
2022
Q1 		$286K Buy
4,851
+44
+0.9% +$2.57K 0.03% 437
2021
Q4 		$272K Sell
4,807
-103
-2% -$5.79K 0.03% 445
2021
Q3 		$268K Sell
4,910
-6,938
-59% -$383K 0.04% 428
2021
Q2 		$692K Buy
11,848
+395
+3% +$23.8K 0.11% 203
2021
Q1 		$687K Buy
11,453
+5,338
+87% +$308K 0.14% 184
2020
Q4 		$315K Buy
+6,115
New +$296K 0.1% 229

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baker Tilly Wealth Management's CBSH Position: Q2 2023 in Review

Baker Tilly Wealth Management sold out of Commerce Bancshares (CBSH) in Q2 2023, closing a stake of 4,901 shares — an estimated $247K sold.

Baker Tilly Wealth Management first reported a position in CBSH in Q4 2020 and held it in 10 quarters. The position peaked at $692K in Q2 2021. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2023.

  • Baker Tilly Wealth Management reported no remaining Commerce Bancshares position as of Q2 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 4,901 Commerce Bancshares shares in Q2 2023, an estimated $247K.
  • Baker Tilly Wealth Management first reported a position in Commerce Bancshares in Q4 2020 and held it in 10 quarters.
  • Baker Tilly Wealth Management's Commerce Bancshares position peaked at $692K in Q2 2021.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2023, filed 20 Jul 2023.