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Cahill Financial Advisors’s Commerce Bancshares CBSH Stock Holding History

Cahill Financial 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
Q4 		– Sell
-66
Closed -$4K – 310
2021
Q3 		$4K Buy
+66
New +$3.64K ﹤0.01% 707

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cahill Financial Advisors's CBSH Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Commerce Bancshares (CBSH) in Q4 2021, closing a stake of 66 shares — an estimated $4K sold.

Cahill Financial Advisors first reported a position in CBSH in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 397 funds tracked by Wall St. Rank hold CBSH as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Commerce Bancshares position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 66 Commerce Bancshares shares in Q4 2021, an estimated $4K.
  • Cahill Financial Advisors first reported a position in Commerce Bancshares in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Commerce Bancshares position peaked at $4K in Q3 2021.
  • 397 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.