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Cary Street Partners Investment Advisory’s Commerce Bancshares CBSH Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q4 		– Sell
-157
Closed -$6.53K – 796
2023
Q3 		$6.53K Hold
157
– – ﹤0.01% 1416
2023
Q2 		$6.62K Buy
157
+94
+149% +$4.17K ﹤0.01% 1337
2023
Q1 		$3.15K Sell
63
-824
-93% -$46K ﹤0.01% 1422
2022
Q4 		$52.1K Buy
+887
New +$51.7K ﹤0.01% 732

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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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Cary Street Partners Investment Advisory's CBSH Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Commerce Bancshares (CBSH) in Q4 2023, closing a stake of 157 shares — an estimated $6.53K sold.

Cary Street Partners Investment Advisory first reported a position in CBSH in Q4 2022 and held it in 4 quarters. The position peaked at $52.1K in Q4 2022. 395 funds tracked by Wall St. Rank hold CBSH as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Commerce Bancshares position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 157 Commerce Bancshares shares in Q4 2023, an estimated $6.53K.
  • Cary Street Partners Investment Advisory first reported a position in Commerce Bancshares in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Commerce Bancshares position peaked at $52.1K in Q4 2022.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.