Evoke Wealth’s Commerce Bancshares CBSH Stock Holding History

Evoke Wealth’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 Q2	–	Sell	-4,565	Closed	-$220K	–	144
2024 Q1	$220K	Buy	+4,565	New	+$217K	0.01%	369

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evoke Wealth's CBSH Position: Q2 2024 in Review

Evoke Wealth sold out of Commerce Bancshares (CBSH) in Q2 2024, closing a stake of 4,565 shares — an estimated $220K sold.

Evoke Wealth first reported a position in CBSH in Q1 2024 and held it in 1 quarter. The position peaked at $220K in Q1 2024. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2024.

Evoke Wealth reported no remaining Commerce Bancshares position as of Q2 2024 after selling out during the quarter.
Evoke Wealth sold 4,565 Commerce Bancshares shares in Q2 2024, an estimated $220K.
Evoke Wealth first reported a position in Commerce Bancshares in Q1 2024 and held it in 1 quarter.
Evoke Wealth's Commerce Bancshares position peaked at $220K in Q1 2024.
395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2024.

Based on Evoke Wealth's 13F filing for Q2 2024, filed 13 Aug 2024.