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Belpointe Asset Management’s Commerce Bancshares CBSH Stock Holding History

Belpointe Asset 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
-238
Closed -$12K – 1008
2023
Q1 		$12K Sell
238
-266
-53% -$14.8K ﹤0.01% 2607
2022
Q4 		$29.6K Buy
+504
New +$29.4K ﹤0.01% 1916

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

Belpointe Asset Management's CBSH Position: Q2 2023 in Review

Belpointe Asset Management sold out of Commerce Bancshares (CBSH) in Q2 2023, closing a stake of 238 shares — an estimated $12K sold.

Belpointe Asset Management first reported a position in CBSH in Q4 2022 and held it in 2 quarters. The position peaked at $29.6K in Q4 2022. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2023.

  • Belpointe Asset Management reported no remaining Commerce Bancshares position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 238 Commerce Bancshares shares in Q2 2023, an estimated $12K.
  • Belpointe Asset Management first reported a position in Commerce Bancshares in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Commerce Bancshares position peaked at $29.6K in Q4 2022.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.