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Heritage Wealth Management (Arizona)’s Commerce Bancshares CBSH Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q2 		– Sell
-22
Closed -$1K – 994
2022
Q1 		$1K Buy
+22
New +$1.28K ﹤0.01% 932

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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CBSH Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of Commerce Bancshares (CBSH) in Q2 2022, closing a stake of 22 shares — an estimated $1K sold.

Heritage Wealth Management (Arizona) first reported a position in CBSH in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 396 funds tracked by Wall St. Rank hold CBSH as of Q2 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Commerce Bancshares position as of Q2 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 22 Commerce Bancshares shares in Q2 2022, an estimated $1K.
  • Heritage Wealth Management (Arizona) first reported a position in Commerce Bancshares in Q1 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Commerce Bancshares position peaked at $1K in Q1 2022.
  • 396 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.