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CSat Investment Advisory’s Commerce Bancshares CBSH Stock Holding History

CSat Investment Advisory’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
Q4 		– Sell
-497
Closed -$21K – 599
2020
Q3 		$21K Buy
497
+59
+13% +$2.54K ﹤0.01% 845
2020
Q2 		$19K Sell
438
-50
-10% -$2.2K ﹤0.01% 846
2020
Q1 		$18K Buy
488
+71
+17% +$3.36K ﹤0.01% 743
2019
Q4 		$21K Buy
417
+51
+14% +$2.38K 0.01% 768
2019
Q3 		$16K Buy
366
+69
+23% +$2.88K 0.01% 766
2019
Q2 		$13K Buy
+297
New +$12.5K ﹤0.01% 790

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
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 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

CSat Investment Advisory's CBSH Position: Q4 2020 in Review

CSat Investment Advisory sold out of Commerce Bancshares (CBSH) in Q4 2020, closing a stake of 497 shares — an estimated $21K sold.

CSat Investment Advisory first reported a position in CBSH in Q2 2019 and held it in 6 quarters. The position peaked at $21K in Q3 2020. 383 funds tracked by Wall St. Rank hold CBSH as of Q4 2020.

  • CSat Investment Advisory reported no remaining Commerce Bancshares position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 497 Commerce Bancshares shares in Q4 2020, an estimated $21K.
  • CSat Investment Advisory first reported a position in Commerce Bancshares in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Commerce Bancshares position peaked at $21K in Q3 2020.
  • 383 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.