EA
CBSH icon

Everpar Advisors’s Commerce Bancshares CBSH Stock Holding History

Everpar 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
2024
Q3 		– Sell
-3,967
Closed -$201K – 261
2024
Q2 		$201K Sell
3,967
-260
-6% -$12.9K 0.1% 259
2024
Q1 		$204K Sell
4,227
-3,152
-43% -$150K 0.12% 228
2023
Q4 		$357K Buy
+7,379
New +$318K 0.17% 192

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Everpar Advisors's CBSH Position: Q3 2024 in Review

Everpar Advisors sold out of Commerce Bancshares (CBSH) in Q3 2024, closing a stake of 3,967 shares — an estimated $201K sold.

Everpar Advisors first reported a position in CBSH in Q4 2023 and held it in 3 quarters. The position peaked at $357K in Q4 2023. 443 funds tracked by Wall St. Rank hold CBSH as of Q3 2024.

  • Everpar Advisors reported no remaining Commerce Bancshares position as of Q3 2024 after selling out during the quarter.
  • Everpar Advisors sold 3,967 Commerce Bancshares shares in Q3 2024, an estimated $201K.
  • Everpar Advisors first reported a position in Commerce Bancshares in Q4 2023 and held it in 3 quarters.
  • Everpar Advisors's Commerce Bancshares position peaked at $357K in Q4 2023.
  • 443 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2024.

Based on Everpar Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.