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GoalVest Advisory’s Commerce Bancshares CBSH Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-1,379
Closed -$81.1K – 263
2022
Q4 		$81.1K Sell
1,379
-1
-0.1% -$58 0.05% 93
2022
Q3 		$75K Hold
1,380
– – 0.05% 100
2022
Q2 		$75K Buy
+1,380
New +$77.5K 0.05% 144

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GoalVest Advisory's CBSH Position: Q1 2023 in Review

GoalVest Advisory sold out of Commerce Bancshares (CBSH) in Q1 2023, closing a stake of 1,379 shares — an estimated $81.1K sold.

GoalVest Advisory first reported a position in CBSH in Q2 2022 and held it in 3 quarters. The position peaked at $81.1K in Q4 2022. 411 funds tracked by Wall St. Rank hold CBSH as of Q1 2023.

  • GoalVest Advisory reported no remaining Commerce Bancshares position as of Q1 2023 after selling out during the quarter.
  • GoalVest Advisory sold 1,379 Commerce Bancshares shares in Q1 2023, an estimated $81.1K.
  • GoalVest Advisory first reported a position in Commerce Bancshares in Q2 2022 and held it in 3 quarters.
  • GoalVest Advisory's Commerce Bancshares position peaked at $81.1K in Q4 2022.
  • 411 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2023.

Based on GoalVest Advisory's 13F filing for Q1 2023, filed 3 Apr 2023.