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Concord Wealth Partners’s Commerce Bancshares CBSH Stock Holding History

Concord Wealth Partners’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
2022
Q3 		– Sell
-78
Closed -$4K – 304
2022
Q2 		$4K Hold
78
– – ﹤0.01% 856
2022
Q1 		$5K Sell
78
-1
-1% -$58 ﹤0.01% 901
2021
Q4 		$4K Buy
+79
New +$4.45K ﹤0.01% 980
2021
Q3 		– Sell
-79
Closed -$5K – 926
2021
Q2 		$5K Sell
79
-312
-80% -$18.8K ﹤0.01% 722
2021
Q1 		$23K Buy
+391
New +$22.5K 0.01% 451

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Concord Wealth Partners's CBSH Position: Q3 2022 in Review

Concord Wealth Partners sold out of Commerce Bancshares (CBSH) in Q3 2022, closing a stake of 78 shares — an estimated $4K sold.

Concord Wealth Partners first reported a position in CBSH in Q1 2021 and held it in 5 quarters. The position peaked at $23K in Q1 2021. 398 funds tracked by Wall St. Rank hold CBSH as of Q3 2022.

  • Concord Wealth Partners reported no remaining Commerce Bancshares position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 78 Commerce Bancshares shares in Q3 2022, an estimated $4K.
  • Concord Wealth Partners first reported a position in Commerce Bancshares in Q1 2021 and held it in 5 quarters.
  • Concord Wealth Partners's Commerce Bancshares position peaked at $23K in Q1 2021.
  • 398 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.