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Buckingham Strategic Wealth’s Commerce Bancshares CBSH Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$453K Sell
8,950
-63
-0.7% -$3.12K ﹤0.01% 490
2024
Q1 		$435K Sell
9,013
-198
-2% -$9.4K ﹤0.01% 501
2023
Q4 		$446K Sell
9,211
-1,753
-16% -$75.6K 0.01% 467
2023
Q3 		$454K Buy
10,964
+4,739
+76% +$205K 0.01% 435
2023
Q2 		$262K Buy
6,225
+1,950
+46% +$86.4K ﹤0.01% 560
2023
Q1 		$251K Hold
4,275
– – ﹤0.01% 515
2022
Q4 		$251K Buy
4,275
+372
+10% +$21.7K ﹤0.01% 517
2022
Q3 		$212K Buy
3,903
+33
+0.9% +$1.88K ﹤0.01% 539
2022
Q2 		$209K Sell
3,870
-2,013
-34% -$113K ﹤0.01% 548
2022
Q1 		$346K Buy
+5,883
New +$344K 0.01% 432

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
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

Buckingham Strategic Wealth's CBSH Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Commerce Bancshares (CBSH) stake by 0.7% in Q2 2024, selling an estimated $3.12K and leaving 8,950 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Buckingham Strategic Wealth first reported a position in CBSH in Q1 2022 and has held it in 10 quarters since. The position peaked at $454K in Q3 2023. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2024.

  • Buckingham Strategic Wealth held 8,950 shares of Commerce Bancshares worth $453K as of Q2 2024.
  • Buckingham Strategic Wealth sold 63 Commerce Bancshares shares in Q2 2024, an estimated $3.12K.
  • Commerce Bancshares made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #490 holding.
  • Buckingham Strategic Wealth first reported a position in Commerce Bancshares in Q1 2022 and has held it in 10 quarters since.
  • Buckingham Strategic Wealth's Commerce Bancshares position peaked at $454K in Q3 2023.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.