Berman Capital Advisors’s Commerce Bancshares CBSH Stock Holding History

Berman Capital Advisors’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 Q3	$2K	Buy	51 +36	+240%	+$1.99K	﹤0.01%	1665
2021 Q2	$0	Hold	15	–	–	﹤0.01%	1906
2021 Q1	$0	Hold	15	–	–	﹤0.01%	1777
2020 Q4	$0	Sell	15 -1	-6%	-$48	﹤0.01%	1683
2020 Q3	$0	Sell	16 -76	-83%	-$3.27K	﹤0.01%	1610
2020 Q2	$4K	Buy	92 +17	+23%	+$748	﹤0.01%	1030
2020 Q1	$2K	Sell	75 -1	-1%	-$47	﹤0.01%	1105
2019 Q4	$3K	Buy	76 +1	+1%	+$47	﹤0.01%	1083
2019 Q3	$3K	Hold	75	–	–	﹤0.01%	1061
2019 Q2	$3K	Hold	75	–	–	﹤0.01%	1073
2019 Q1	$3K	Buy	+75	New	+$3.21K	﹤0.01%	983

Other funds holding CBSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's CBSH Position: Q3 2021 in Review

Berman Capital Advisors increased its Commerce Bancshares (CBSH) stake by 240% in Q3 2021, buying an estimated $1.99K and bringing the position to 51 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Berman Capital Advisors first reported a position in CBSH in Q1 2019 and has held it in 11 quarters since. The position peaked at $4K in Q2 2020. 384 funds tracked by Wall St. Rank hold CBSH as of Q3 2021.

Berman Capital Advisors held 51 shares of Commerce Bancshares worth $2K as of Q3 2021.
Berman Capital Advisors bought 36 Commerce Bancshares shares in Q3 2021, an estimated $1.99K.
Commerce Bancshares made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1665 holding.
Berman Capital Advisors first reported a position in Commerce Bancshares in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's Commerce Bancshares position peaked at $4K in Q2 2020.
384 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.