HWA
CBSH icon

Heritage Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

Heritage Wealth Advisors’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
2020
Q2 		– Sell
-360
Closed -$13.5K – 440
2020
Q1 		$13.5K Buy
+360
New +$17K ﹤0.01% 353

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Heritage Wealth Advisors's CBSH Position: Q2 2020 in Review

Heritage Wealth Advisors sold out of Commerce Bancshares (CBSH) in Q2 2020, closing a stake of 360 shares — an estimated $13.5K sold.

Heritage Wealth Advisors first reported a position in CBSH in Q1 2020 and held it in 1 quarter. The position peaked at $13.5K in Q1 2020. 356 funds tracked by Wall St. Rank hold CBSH as of Q2 2020.

  • Heritage Wealth Advisors reported no remaining Commerce Bancshares position as of Q2 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 360 Commerce Bancshares shares in Q2 2020, an estimated $13.5K.
  • Heritage Wealth Advisors first reported a position in Commerce Bancshares in Q1 2020 and held it in 1 quarter.
  • Heritage Wealth Advisors's Commerce Bancshares position peaked at $13.5K in Q1 2020.
  • 356 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2020.

Based on Heritage Wealth Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.