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Financial Gravity Asset Management’s Commerce Bancshares CBSH Stock Holding History

Financial Gravity Asset Management’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
2021
Q3 		– Sell
-5
Closed -$75K – 958
2021
Q2 		$75K Buy
+5
New +$301 0.03% 434
2020
Q4 		$1K Buy
+18
New +$872 ﹤0.01% 380
2019
Q4 		$68K Sell
283
-70
-20% -$3.27K 0.05% 489
2019
Q3 		$15K Buy
353
+283
+404% +$11.8K 0.01% 516
2019
Q2 		$3K Buy
+70
New +$2.95K ﹤0.01% 778

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's CBSH Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of Commerce Bancshares (CBSH) in Q3 2021, closing a stake of 5 shares — an estimated $75K sold.

Financial Gravity Asset Management first reported a position in CBSH in Q2 2019 and held it in 5 quarters. The position peaked at $75K in Q2 2021. 384 funds tracked by Wall St. Rank hold CBSH as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining Commerce Bancshares position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 5 Commerce Bancshares shares in Q3 2021, an estimated $75K.
  • Financial Gravity Asset Management first reported a position in Commerce Bancshares in Q2 2019 and held it in 5 quarters.
  • Financial Gravity Asset Management's Commerce Bancshares position peaked at $75K in Q2 2021.
  • 384 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.