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Joule Financial’s Commerce Bancshares CBSH Stock Holding History

Joule Financial’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
Q1 		– Sell
-14,455
Closed -$700K – 108
2023
Q4 		$700K Hold
14,455
– – 0.33% 41
2023
Q3 		$599K Hold
14,455
– – 0.31% 44
2023
Q2 		$608K Sell
14,455
-14,454
-50% -$641K 0.31% 43
2023
Q1 		$1.46M Hold
28,909
– – 0.78% 19
2022
Q4 		$1.7M Sell
28,909
-1
-0% -$58 1.13% 20
2022
Q3 		$1.57M Hold
28,910
– – 1.18% 20
2022
Q2 		$1.56M Buy
+28,910
New +$1.62M 1.22% 18

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

Joule Financial's CBSH Position: Q1 2024 in Review

Joule Financial sold out of Commerce Bancshares (CBSH) in Q1 2024, closing a stake of 14,455 shares — an estimated $700K sold.

Joule Financial first reported a position in CBSH in Q2 2022 and held it in 7 quarters. The position peaked at $1.7M in Q4 2022. 384 funds tracked by Wall St. Rank hold CBSH as of Q1 2024.

  • Joule Financial reported no remaining Commerce Bancshares position as of Q1 2024 after selling out during the quarter.
  • Joule Financial sold 14,455 Commerce Bancshares shares in Q1 2024, an estimated $700K.
  • Joule Financial first reported a position in Commerce Bancshares in Q2 2022 and held it in 7 quarters.
  • Joule Financial's Commerce Bancshares position peaked at $1.7M in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2024.

Based on Joule Financial's 13F filing for Q1 2024, filed 1 May 2024.