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Freedom Investment Management’s Commerce Bancshares CBSH Stock Holding History

Freedom Investment 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
-8,985
Closed -$525K – 826
2021
Q2 		$525K Buy
8,985
+1,338
+17% +$80.6K 0.04% 526
2021
Q1 		$459K Sell
7,647
-812
-10% -$46.8K 0.04% 556
2020
Q4 		$435K Buy
8,459
+1,406
+20% +$68.1K 0.05% 371
2020
Q3 		$296K Sell
7,053
-900
-11% -$38.7K 0.03% 408
2020
Q2 		$353K Sell
7,953
-439
-5% -$19.3K 0.04% 367
2020
Q1 		$436K Buy
8,392
+956
+13% +$45.3K 0.04% 379
2019
Q4 		$377K Sell
7,436
-751
-9% -$35.1K 0.03% 413
2019
Q3 		$353K Buy
8,187
+949
+13% +$39.6K 0.03% 451
2019
Q2 		$307K Buy
+7,238
New +$305K 0.03% 520

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

Freedom Investment Management's CBSH Position: Q3 2021 in Review

Freedom Investment Management sold out of Commerce Bancshares (CBSH) in Q3 2021, closing a stake of 8,985 shares — an estimated $525K sold.

Freedom Investment Management first reported a position in CBSH in Q2 2019 and held it in 9 quarters. The position peaked at $525K in Q2 2021. 384 funds tracked by Wall St. Rank hold CBSH as of Q3 2021.

  • Freedom Investment Management reported no remaining Commerce Bancshares position as of Q3 2021 after selling out during the quarter.
  • Freedom Investment Management sold 8,985 Commerce Bancshares shares in Q3 2021, an estimated $525K.
  • Freedom Investment Management first reported a position in Commerce Bancshares in Q2 2019 and held it in 9 quarters.
  • Freedom Investment Management's Commerce Bancshares position peaked at $525K in Q2 2021.
  • 384 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2021.

Based on Freedom Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.