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Institutional & Family Asset Management’s Commerce Bancshares CBSH Stock Holding History

Institutional & Family Asset 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
2024
Q2 		– Sell
-105
Closed -$5.05K – 755
2024
Q1 		$5.05K Hold
105
– – ﹤0.01% 494
2023
Q4 		$5.07K Hold
105
– – ﹤0.01% 479
2023
Q3 		$4.37K Hold
105
– – ﹤0.01% 482
2023
Q2 		$4.43K Hold
105
– – ﹤0.01% 491
2023
Q1 		$5.31K Hold
105
– – ﹤0.01% 463
2022
Q4 		$6.19K Sell
105
-1
-0.9% -$58 ﹤0.01% 440
2022
Q3 		$6K Hold
106
– – ﹤0.01% 440
2022
Q2 		$6K Buy
+106
New +$5.95K ﹤0.01% 456

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Institutional & Family Asset Management's CBSH Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Commerce Bancshares (CBSH) in Q2 2024, closing a stake of 105 shares — an estimated $5.05K sold.

Institutional & Family Asset Management first reported a position in CBSH in Q2 2022 and held it in 8 quarters. The position peaked at $6.19K in Q4 2022. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining Commerce Bancshares position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 105 Commerce Bancshares shares in Q2 2024, an estimated $5.05K.
  • Institutional & Family Asset Management first reported a position in Commerce Bancshares in Q2 2022 and held it in 8 quarters.
  • Institutional & Family Asset Management's Commerce Bancshares position peaked at $6.19K in Q4 2022.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.