BerganKDV Wealth Management’s Commerce Bancshares CBSH Stock Holding History

BerganKDV 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
2021 Q4	–	Sell	-3	Closed	–	–	1057
2021 Q3	$0	Hold	3	–	–	﹤0.01%	1038
2021 Q2	$0	Hold	3	–	–	﹤0.01%	984
2021 Q1	$0	Hold	3	–	–	﹤0.01%	936
2020 Q4	$0	Sell	3 -49	-94%	-$2.37K	﹤0.01%	947
2020 Q3	$2K	Buy	52 +1	+2%	+$43	﹤0.01%	687
2020 Q2	$2K	Hold	51	–	–	﹤0.01%	735
2020 Q1	$2K	Hold	51	–	–	﹤0.01%	721
2019 Q4	$3K	Hold	51	–	–	﹤0.01%	699
2019 Q3	$2K	Hold	51	–	–	﹤0.01%	627
2019 Q2	$2K	Hold	51	–	–	﹤0.01%	660
2019 Q1	$2K	Hold	51	–	–	﹤0.01%	656
2018 Q4	$2K	Buy	51 +1	+2%	+$43	﹤0.01%	606
2018 Q3	$2K	Sell	50 -21	-30%	-$980	﹤0.01%	577
2018 Q2	$3K	Buy	+71	New	+$3.09K	﹤0.01%	581

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BerganKDV Wealth Management's CBSH Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of Commerce Bancshares (CBSH) in Q4 2021, closing a stake of 3 shares.

BerganKDV Wealth Management first reported a position in CBSH in Q2 2018 and held it in 14 quarters. The position peaked at $3K in Q4 2019. 397 funds tracked by Wall St. Rank hold CBSH as of Q4 2021.

BerganKDV Wealth Management reported no remaining Commerce Bancshares position as of Q4 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 3 Commerce Bancshares shares in Q4 2021.
BerganKDV Wealth Management first reported a position in Commerce Bancshares in Q2 2018 and held it in 14 quarters.
BerganKDV Wealth Management's Commerce Bancshares position peaked at $3K in Q4 2019.
397 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.