FIM
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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

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