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Engrave Wealth Partners’s Commerce Bancshares CBSH Stock Holding History

Engrave 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
2020
Q3 		– Sell
-60
Closed -$2K – 112
2020
Q2 		$2K Hold
60
– – ﹤0.01% 387
2020
Q1 		$2K Sell
60
-125
-68% -$5.92K ﹤0.01% 342
2019
Q4 		$9K Buy
+185
New +$8.64K 0.01% 309

Other funds holding CBSH

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BlackRock
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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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Engrave Wealth Partners's CBSH Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Commerce Bancshares (CBSH) in Q3 2020, closing a stake of 60 shares — an estimated $2K sold.

Engrave Wealth Partners first reported a position in CBSH in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 355 funds tracked by Wall St. Rank hold CBSH as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Commerce Bancshares position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 60 Commerce Bancshares shares in Q3 2020, an estimated $2K.
  • Engrave Wealth Partners first reported a position in Commerce Bancshares in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Commerce Bancshares position peaked at $9K in Q4 2019.
  • 355 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.