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Connectus Wealth’s Commerce Bancshares CBSH Stock Holding History

Connectus Wealth’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
Q1 		$936K Hold
19,397
– – 0.03% 236
2023
Q4 		$940K Sell
19,397
-662
-3% -$28.6K 0.02% 342
2023
Q3 		$831K Buy
+20,059
New +$867K 0.02% 338
2022
Q1 		– Sell
-39,145
Closed -$2.21M – 364
2021
Q4 		$2.21M Buy
+39,145
New +$2.2M 0.09% 136

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

Connectus Wealth's CBSH Position: Q1 2024 in Review

Connectus Wealth held its Commerce Bancshares (CBSH) position steady in Q1 2024 at 19,397 shares worth $936K. The position accounts for 0.03% of the portfolio, ranked #236.

Connectus Wealth first reported a position in CBSH in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.21M in Q4 2021. 384 funds tracked by Wall St. Rank hold CBSH as of Q1 2024.

  • Connectus Wealth held 19,397 shares of Commerce Bancshares worth $936K as of Q1 2024.
  • Connectus Wealth left its Commerce Bancshares share count unchanged in Q1 2024.
  • Commerce Bancshares made up 0.03% of Connectus Wealth's portfolio in Q1 2024, its #236 holding.
  • Connectus Wealth first reported a position in Commerce Bancshares in Q4 2021 and has held it in 4 quarters since.
  • Connectus Wealth's Commerce Bancshares position peaked at $2.21M in Q4 2021.
  • 384 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.