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Iron Horse Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Iron Horse Wealth 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
Q4 		– Sell
-33
Closed -$1.78K – 511
2024
Q3 		$1.78K Hold
33
– – ﹤0.01% 396
2024
Q2 		$1.67K Hold
33
– – ﹤0.01% 373
2024
Q1 		$1.6K Hold
33
– – ﹤0.01% 366
2023
Q4 		$1.6K Sell
33
-1
-3% -$43 ﹤0.01% 390
2023
Q3 		$1.39K Hold
34
– – ﹤0.01% 397
2023
Q2 		$1.41K Hold
34
– – ﹤0.01% 257
2023
Q1 		$1.69K Buy
+34
New +$1.9K ﹤0.01% 283

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Iron Horse Wealth Management's CBSH Position: Q4 2024 in Review

Iron Horse Wealth Management sold out of Commerce Bancshares (CBSH) in Q4 2024, closing a stake of 33 shares — an estimated $1.78K sold.

Iron Horse Wealth Management first reported a position in CBSH in Q1 2023 and held it in 7 quarters. The position peaked at $1.78K in Q3 2024. 466 funds tracked by Wall St. Rank hold CBSH as of Q4 2024.

  • Iron Horse Wealth Management reported no remaining Commerce Bancshares position as of Q4 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 33 Commerce Bancshares shares in Q4 2024, an estimated $1.78K.
  • Iron Horse Wealth Management first reported a position in Commerce Bancshares in Q1 2023 and held it in 7 quarters.
  • Iron Horse Wealth Management's Commerce Bancshares position peaked at $1.78K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2024.

Based on Iron Horse Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.