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Cetera Trust Company’s Commerce Bancshares CBSH Stock Holding History

Cetera Trust Company’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 		– Sell
-3,473
Closed -$168K – 412
2024
Q1 		$168K Hold
3,473
– – 0.1% 180
2023
Q4 		$168K Buy
+3,473
New +$150K 0.1% 163

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

Cetera Trust Company's CBSH Position: Q2 2024 in Review

Cetera Trust Company sold out of Commerce Bancshares (CBSH) in Q2 2024, closing a stake of 3,473 shares — an estimated $168K sold.

Cetera Trust Company first reported a position in CBSH in Q4 2023 and held it in 2 quarters. The position peaked at $168K in Q4 2023. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2024.

  • Cetera Trust Company reported no remaining Commerce Bancshares position as of Q2 2024 after selling out during the quarter.
  • Cetera Trust Company sold 3,473 Commerce Bancshares shares in Q2 2024, an estimated $168K.
  • Cetera Trust Company first reported a position in Commerce Bancshares in Q4 2023 and held it in 2 quarters.
  • Cetera Trust Company's Commerce Bancshares position peaked at $168K in Q4 2023.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2024.

Based on Cetera Trust Company's 13F filing for Q2 2024, filed 2 Aug 2024.