CFA
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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 $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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return