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CWS Financial Advisors’s Commerce Bancshares CBSH Stock Holding History

CWS Financial 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
Q1 		– Sell
-3,553
Closed -$235K – 145
2022
Q4 		$235K Sell
3,553
-685
-16% -$39.9K 0.1% 125
2022
Q3 		$231K Sell
4,238
-15
-0.4% -$856 0.11% 120
2022
Q2 		$230K Buy
4,253
+35
+0.8% +$1.97K 0.11% 125
2022
Q1 		$248K Sell
4,218
-7
-0.2% -$409 0.09% 131
2021
Q4 		$239K Buy
+4,225
New +$238K 0.08% 137
2021
Q2 		$229K Hold
3,917
– – 0.09% 134
2021
Q1 		$235K Hold
3,917
– – 0.1% 125
2020
Q4 		$202K Buy
+3,917
New +$190K 0.12% 130
2020
Q2 		– Sell
-5,040
Closed -$256K – 123
2020
Q1 		$256K Buy
5,040
+3
+0.1% +$142 0.19% 103
2019
Q4 		$255K Buy
+5,037
New +$235K 0.19% 104

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CWS Financial Advisors's CBSH Position: Q1 2023 in Review

CWS Financial Advisors sold out of Commerce Bancshares (CBSH) in Q1 2023, closing a stake of 3,553 shares — an estimated $235K sold.

CWS Financial Advisors first reported a position in CBSH in Q4 2019 and held it in 10 quarters. The position peaked at $256K in Q1 2020. 410 funds tracked by Wall St. Rank hold CBSH as of Q1 2023.

  • CWS Financial Advisors reported no remaining Commerce Bancshares position as of Q1 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 3,553 Commerce Bancshares shares in Q1 2023, an estimated $235K.
  • CWS Financial Advisors first reported a position in Commerce Bancshares in Q4 2019 and held it in 10 quarters.
  • CWS Financial Advisors's Commerce Bancshares position peaked at $256K in Q1 2020.
  • 410 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2023.

Based on CWS Financial Advisors's 13F filing for Q1 2023, filed 9 May 2023.