Bedel Financial Consulting’s Commerce Bancshares CBSH Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-16	Closed	-$1K	–	306
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	912
2021 Q4	$1K	Buy	16 +1	+7%	+$56	﹤0.01%	930
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	922
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	916
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	880
2020 Q4	$1K	Sell	15 -1	-6%	-$48	﹤0.01%	785
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	759
2020 Q2	$1K	Hold	16	–	–	﹤0.01%	721
2020 Q1	$1K	Hold	16	–	–	﹤0.01%	722
2019 Q4	$1K	Sell	16 -1	-6%	-$47	﹤0.01%	715
2019 Q3	$1K	Hold	17	–	–	﹤0.01%	693
2019 Q2	$1K	Hold	17	–	–	﹤0.01%	677
2019 Q1	$1K	Hold	17	–	–	﹤0.01%	666
2018 Q4	$1K	Sell	17 -1	-6%	-$43	﹤0.01%	638
2018 Q3	$0	Hold	18	–	–	﹤0.01%	682
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	651
2018 Q1	$1K	Buy	+18	New	+$715	﹤0.01%	638

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 $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bedel Financial Consulting's CBSH Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Commerce Bancshares (CBSH) in Q2 2022, closing a stake of 16 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in CBSH in Q1 2018 and held it in 17 quarters. The position peaked at $1K in Q1 2022. 396 funds tracked by Wall St. Rank hold CBSH as of Q2 2022.

Bedel Financial Consulting reported no remaining Commerce Bancshares position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 16 Commerce Bancshares shares in Q2 2022, an estimated $1K.
Bedel Financial Consulting first reported a position in Commerce Bancshares in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Commerce Bancshares position peaked at $1K in Q1 2022.
396 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.