FourThought Financial’s Commerce Bancshares CBSH Stock Holding History

FourThought Financial’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
2022 Q3	$253K	Sell	4,655 -2,243	-33%	-$128K	0.04%	267
2022 Q2	$373K	Sell	6,898 -222	-3%	-$12.5K	0.05%	222
2022 Q1	$419K	Sell	7,120 -15	-0.2%	-$876	0.05%	222
2021 Q4	$404K	Sell	7,135 -564	-7%	-$31.7K	0.05%	231
2021 Q3	$420K	Buy	7,699 +171	+2%	+$9.43K	0.06%	226
2021 Q2	$439K	Sell	7,528 -30	-0.4%	-$1.81K	0.06%	229
2021 Q1	$453K	Buy	7,558 +37	+0.5%	+$2.13K	0.07%	227
2020 Q4	$387K	Buy	+7,521	New	+$364K	0.06%	237

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

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

FourThought Financial's CBSH Position: Q3 2022 in Review

FourThought Financial reduced its Commerce Bancshares (CBSH) stake by 33% in Q3 2022, selling an estimated $128K and leaving 4,655 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #267.

FourThought Financial first reported a position in CBSH in Q4 2020 and has held it in 8 quarters since. The position peaked at $453K in Q1 2021. 398 funds tracked by Wall St. Rank hold CBSH as of Q3 2022.

FourThought Financial held 4,655 shares of Commerce Bancshares worth $253K as of Q3 2022.
FourThought Financial sold 2,243 Commerce Bancshares shares in Q3 2022, an estimated $128K.
Commerce Bancshares made up 0.04% of FourThought Financial's portfolio in Q3 2022, its #267 holding.
FourThought Financial first reported a position in Commerce Bancshares in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Commerce Bancshares position peaked at $453K in Q1 2021.
398 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.