Kings Point Capital Management’s Commerce Bancshares CBSH Stock Holding History

Kings Point Capital 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
2022 Q1	$41K	Hold	694	–	–	﹤0.01%	373
2021 Q4	$39K	Hold	694	–	–	﹤0.01%	424
2021 Q3	$38K	Hold	694	–	–	﹤0.01%	393
2021 Q2	$41K	Hold	694	–	–	﹤0.01%	372
2021 Q1	$42K	Hold	694	–	–	﹤0.01%	357
2020 Q4	$36K	Sell	694 -2	-0.3%	-$97	﹤0.01%	354
2020 Q3	$29K	Hold	696	–	–	﹤0.01%	364
2020 Q2	$31K	Hold	696	–	–	﹤0.01%	322
2020 Q1	$26K	Hold	696	–	–	﹤0.01%	351
2019 Q4	$35K	Sell	696 -1	-0.1%	-$47	0.01%	355
2019 Q3	$30K	Hold	697	–	–	0.01%	353
2019 Q2	$30K	Hold	697	–	–	0.01%	307
2019 Q1	$29K	Hold	697	–	–	0.01%	283
2018 Q4	$28K	Hold	697	–	–	0.01%	277
2018 Q3	$31K	Hold	697	–	–	0.01%	286
2018 Q2	$31K	Hold	697	–	–	0.01%	277
2018 Q1	$28K	Hold	697	–	–	0.01%	290
2017 Q4	$26K	Sell	697 -1	-0.1%	-$37	0.01%	298
2017 Q3	$26K	Hold	698	–	–	0.01%	273
2017 Q2	$26K	Hold	698	–	–	0.01%	265
2017 Q1	$25K	Hold	698	–	–	0.01%	279
2016 Q4	$26K	Sell	698 -1	-0.1%	-$34	0.01%	242
2016 Q3	$21K	Hold	699	–	–	0.01%	250
2016 Q2	$21K	Hold	699	–	–	0.01%	251
2016 Q1	$19K	Hold	699	–	–	﹤0.01%	263
2015 Q4	$18K	Sell	699 -1	-0.1%	-$27	﹤0.01%	303
2015 Q3	$19K	Hold	700	–	–	0.01%	311
2015 Q2	$19K	Hold	700	–	–	﹤0.01%	298
2015 Q1	$17K	Hold	700	–	–	﹤0.01%	310
2014 Q4	$18K	Hold	700	–	–	﹤0.01%	289
2014 Q3	$17K	Hold	700	–	–	0.01%	264
2014 Q2	$18K	Hold	700	–	–	0.01%	261
2014 Q1	$18K	Hold	700	–	–	0.01%	226
2013 Q4	$18K	Sell	700 -1	-0.1%	-$25	0.01%	217
2013 Q3	$16K	Hold	701	–	–	0.01%	231
2013 Q2	$16K	Buy	+701	New	+$15.5K	0.01%	238

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Kings Point Capital Management's CBSH Position: Q1 2022 in Review

Kings Point Capital Management held its Commerce Bancshares (CBSH) position steady in Q1 2022 at 694 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Kings Point Capital Management first reported a position in CBSH in Q2 2013 and has held it in 36 quarters since. The position peaked at $42K in Q1 2021. 383 funds tracked by Wall St. Rank hold CBSH as of Q1 2022.

Kings Point Capital Management held 694 shares of Commerce Bancshares worth $41K as of Q1 2022.
Kings Point Capital Management left its Commerce Bancshares share count unchanged in Q1 2022.
Commerce Bancshares made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #373 holding.
Kings Point Capital Management first reported a position in Commerce Bancshares in Q2 2013 and has held it in 36 quarters since.
Kings Point Capital Management's Commerce Bancshares position peaked at $42K in Q1 2021.
383 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.