FGAM
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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
2023
Q2 		– Sell
-67
Closed -$2 – 1646
2023
Q1 		$2 Buy
+67
New +$3.74K ﹤0.01% 985
2021
Q3 		– Sell
-5
Closed -$75K – 958
2021
Q2 		$75K Sell
5
-6
-55% -$362 0.03% 434
2021
Q1 		$700 Sell
11
-7
-39% -$404 0.01% 364
2020
Q4 		$1K Buy
+18
New +$872 ﹤0.01% 380
2020
Q2 		– Sell
-184
Closed -$6.88K – 146
2020
Q1 		$6.88K Sell
184
-99
-35% -$4.69K 0.02% 290
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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return