Claro Advisors’s Commerce Bancshares CBSH Stock Holding History

Claro 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
2023 Q2	–	Sell	-7,909	Closed	-$399K	–	378
2023 Q1	$399K	Buy	7,909 +674	+9%	+$37.6K	0.12%	209
2022 Q4	$425K	Buy	7,235 +1,640	+29%	+$95.6K	0.14%	185
2022 Q3	$302K	Hold	5,595	–	–	0.12%	190
2022 Q2	$302K	Buy	+5,595	New	+$314K	0.12%	190
2019 Q1	–	Sell	-675	Closed	-$32K	–	265
2018 Q4	$32K	Buy	+675	New	+$28.9K	0.03%	436

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Claro Advisors's CBSH Position: Q2 2023 in Review

Claro Advisors sold out of Commerce Bancshares (CBSH) in Q2 2023, closing a stake of 7,909 shares — an estimated $399K sold.

Claro Advisors first reported a position in CBSH in Q4 2018 and held it in 5 quarters. The position peaked at $425K in Q4 2022. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2023.

Claro Advisors reported no remaining Commerce Bancshares position as of Q2 2023 after selling out during the quarter.
Claro Advisors sold 7,909 Commerce Bancshares shares in Q2 2023, an estimated $399K.
Claro Advisors first reported a position in Commerce Bancshares in Q4 2018 and held it in 5 quarters.
Claro Advisors's Commerce Bancshares position peaked at $425K in Q4 2022.
395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2023.

Based on Claro Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.