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BKM Wealth Management’s Commerce Bancshares CBSH Stock Holding History

BKM 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
2024
Q1 		– Sell
-594
Closed -$28.8K – 248
2023
Q4 		$28.8K Buy
+594
New +$25.6K 0.01% 326

Other funds holding CBSH

Vanguard Group
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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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

BKM Wealth Management's CBSH Position: Q1 2024 in Review

BKM Wealth Management sold out of Commerce Bancshares (CBSH) in Q1 2024, closing a stake of 594 shares — an estimated $28.8K sold.

BKM Wealth Management first reported a position in CBSH in Q4 2023 and held it in 1 quarter. The position peaked at $28.8K in Q4 2023. 384 funds tracked by Wall St. Rank hold CBSH as of Q1 2024.

  • BKM Wealth Management reported no remaining Commerce Bancshares position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 594 Commerce Bancshares shares in Q1 2024, an estimated $28.8K.
  • BKM Wealth Management first reported a position in Commerce Bancshares in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Commerce Bancshares position peaked at $28.8K in Q4 2023.
  • 384 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.