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Cassady Schiller Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Cassady Schiller 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
2023
Q1 		– Sell
-36
Closed -$2.11K – 468
2022
Q4 		$2.11K Buy
+36
New +$2.1K ﹤0.01% 412

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's CBSH Position: Q1 2023 in Review

Cassady Schiller Wealth Management sold out of Commerce Bancshares (CBSH) in Q1 2023, closing a stake of 36 shares — an estimated $2.11K sold.

Cassady Schiller Wealth Management first reported a position in CBSH in Q4 2022 and held it in 1 quarter. The position peaked at $2.11K in Q4 2022. 411 funds tracked by Wall St. Rank hold CBSH as of Q1 2023.

  • Cassady Schiller Wealth Management reported no remaining Commerce Bancshares position as of Q1 2023 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 36 Commerce Bancshares shares in Q1 2023, an estimated $2.11K.
  • Cassady Schiller Wealth Management first reported a position in Commerce Bancshares in Q4 2022 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Commerce Bancshares position peaked at $2.11K in Q4 2022.
  • 411 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.