Baystate Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Baystate 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 Q4	$10.2K	Buy	211 +1	+0.5%	+$43	﹤0.01%	715
2023 Q3	$8.71K	Buy	210 +2	+1%	+$86	﹤0.01%	605
2023 Q2	$8.79K	Buy	208 +1	+0.5%	+$44	﹤0.01%	598
2023 Q1	$10.5K	Buy	207 +1	+0.5%	+$56	﹤0.01%	558
2022 Q4	$12K	Buy	206 +1	+0.5%	+$58	﹤0.01%	533
2022 Q3	$11K	Buy	205 +1	+0.5%	+$57	﹤0.01%	515
2022 Q2	$11K	Hold	204	–	–	﹤0.01%	538
2022 Q1	$12K	Buy	204 +1	+0.5%	+$58	﹤0.01%	538
2021 Q4	$12K	Buy	203 +194	+2,156%	+$10.9K	﹤0.01%	537
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	735
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	706
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	638
2020 Q4	$0	Hold	9	–	–	﹤0.01%	688
2020 Q3	$0	Buy	9 +1	+13%	+$43	﹤0.01%	654
2020 Q2	$0	Sell	8 -1	-11%	-$44	﹤0.01%	663
2020 Q1	$0	Hold	9	–	–	﹤0.01%	613
2019 Q4	$0	Buy	9 +1	+13%	+$47	﹤0.01%	626
2019 Q3	$0	Hold	8	–	–	﹤0.01%	582
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	544
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	555
2018 Q4	$1K	Sell	8 -1	-11%	-$43	﹤0.01%	560
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	576
2018 Q2	$1K	Hold	9	–	–	﹤0.01%	595
2018 Q1	$1K	Hold	9	–	–	﹤0.01%	555
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	558
2017 Q3	$1K	Hold	9	–	–	﹤0.01%	543
2017 Q2	$1K	Hold	9	–	–	﹤0.01%	559
2017 Q1	$1K	Buy	+9	New	+$332	﹤0.01%	523

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Baystate Wealth Management's CBSH Position: Q4 2023 in Review

Baystate Wealth Management increased its Commerce Bancshares (CBSH) stake by 0.48% in Q4 2023, buying an estimated $43 and bringing the position to 211 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Baystate Wealth Management first reported a position in CBSH in Q1 2017 and has held it in 28 quarters since. The position peaked at $12K in Q4 2022. 395 funds tracked by Wall St. Rank hold CBSH as of Q4 2023.

Baystate Wealth Management held 211 shares of Commerce Bancshares worth $10.2K as of Q4 2023.
Baystate Wealth Management bought 1 Commerce Bancshares share in Q4 2023, an estimated $43.
Commerce Bancshares made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #715 holding.
Baystate Wealth Management first reported a position in Commerce Bancshares in Q1 2017 and has held it in 28 quarters since.
Baystate Wealth Management's Commerce Bancshares position peaked at $12K in Q4 2022.
395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.