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Clarus Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

Clarus Wealth 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
2020
Q2 		– Sell
-15,088
Closed -$550K – 131
2020
Q1 		$550K Buy
15,088
+196
+1% +$9.28K 0.55% 54
2019
Q4 		$752K Buy
14,892
+4,546
+44% +$212K 0.5% 54
2019
Q3 		$446K Buy
10,346
+4,867
+89% +$203K 0.33% 73
2019
Q2 		$232K Buy
5,479
+174
+3% +$7.34K 0.17% 101
2019
Q1 		$219K Buy
5,305
+358
+7% +$15.3K 0.16% 87
2018
Q4 		$198K Sell
4,947
-4
-0.1% -$171 0.31% 81
2018
Q3 		$221K Buy
4,951
+24
+0.5% +$1.12K 0.14% 112
2018
Q2 		$200K Buy
+4,927
New +$214K 0.15% 114

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

Clarus Wealth Advisors's CBSH Position: Q2 2020 in Review

Clarus Wealth Advisors sold out of Commerce Bancshares (CBSH) in Q2 2020, closing a stake of 15,088 shares — an estimated $550K sold.

Clarus Wealth Advisors first reported a position in CBSH in Q2 2018 and held it in 8 quarters. The position peaked at $752K in Q4 2019. 356 funds tracked by Wall St. Rank hold CBSH as of Q2 2020.

  • Clarus Wealth Advisors reported no remaining Commerce Bancshares position as of Q2 2020 after selling out during the quarter.
  • Clarus Wealth Advisors sold 15,088 Commerce Bancshares shares in Q2 2020, an estimated $550K.
  • Clarus Wealth Advisors first reported a position in Commerce Bancshares in Q2 2018 and held it in 8 quarters.
  • Clarus Wealth Advisors's Commerce Bancshares position peaked at $752K in Q4 2019.
  • 356 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2020.

Based on Clarus Wealth Advisors's 13F filing for Q2 2020, filed 9 Jul 2020.