GWS
CBSH icon

Glassman Wealth Services’s Commerce Bancshares CBSH Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-96
Closed -$4.65K – 482
2023
Q4 		$4.65K Buy
96
+44
+85% +$1.9K ﹤0.01% 1105
2023
Q3 		$2.16K Hold
52
– – ﹤0.01% 1307
2023
Q2 		$2.19K Sell
52
-33
-39% -$1.46K ﹤0.01% 1218
2023
Q1 		$4.26K Buy
85
+73
+608% +$4.07K ﹤0.01% 1046
2022
Q4 		$681 Buy
12
+6
+100% +$350 ﹤0.01% 1538
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1685
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1694
2022
Q1 		$0 Hold
6
– – ﹤0.01% 1669
2021
Q4 		$0 Hold
6
– – ﹤0.01% 1668
2021
Q3 		$0 Hold
6
– – ﹤0.01% 1606
2021
Q2 		$0 Hold
6
– – ﹤0.01% 1467
2021
Q1 		$0 Hold
6
– – ﹤0.01% 1409
2020
Q4 		$0 Sell
6
-1
-14% -$48 ﹤0.01% 1366
2020
Q3 		$0 Hold
7
– – ﹤0.01% 1336
2020
Q2 		$0 Sell
7
-2
-22% -$88 ﹤0.01% 1250
2020
Q1 		$0 Hold
9
– – ﹤0.01% 1165
2019
Q4 		$0 Sell
9
-1
-10% -$47 ﹤0.01% 1204
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1078
2019
Q2 		$0 Buy
10
+3
+43% +$127 ﹤0.01% 1105
2019
Q1 		$0 Hold
7
– – ﹤0.01% 1047
2018
Q4 		$0 Hold
7
– – ﹤0.01% 804
2018
Q3 		$0 Hold
7
– – ﹤0.01% 829
2018
Q2 		$0 Hold
7
– – ﹤0.01% 815
2018
Q1 		$0 Buy
+7
New +$278 ﹤0.01% 758

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 $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Glassman Wealth Services's CBSH Position: Q1 2024 in Review

Glassman Wealth Services sold out of Commerce Bancshares (CBSH) in Q1 2024, closing a stake of 96 shares — an estimated $4.65K sold.

Glassman Wealth Services first reported a position in CBSH in Q1 2018 and held it in 24 quarters. The position peaked at $4.65K in Q4 2023. 385 funds tracked by Wall St. Rank hold CBSH as of Q1 2024.

  • Glassman Wealth Services reported no remaining Commerce Bancshares position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 96 Commerce Bancshares shares in Q1 2024, an estimated $4.65K.
  • Glassman Wealth Services first reported a position in Commerce Bancshares in Q1 2018 and held it in 24 quarters.
  • Glassman Wealth Services's Commerce Bancshares position peaked at $4.65K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.