KWMG LLC’s Commerce Bancshares CBSH Stock Holding History

KWMG LLC’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
2020 Q4	–	Sell	-7,387	Closed	-$310K	–	136
2020 Q3	$310K	Hold	7,387	–	–	0.06%	120
2020 Q2	$328K	Hold	7,387	–	–	0.07%	116
2020 Q1	$278K	Hold	7,387	–	–	0.07%	115
2019 Q4	$374K	Hold	7,387	–	–	0.08%	102
2019 Q3	$318K	Hold	7,387	–	–	0.08%	101
2019 Q2	$313K	Hold	7,387	–	–	0.08%	99
2019 Q1	$305K	Hold	7,387	–	–	0.08%	100
2018 Q4	$296K	Hold	7,387	–	–	0.08%	107
2018 Q3	$330K	Sell	7,387 -559	-7%	-$26.1K	0.08%	99
2018 Q2	$348K	Hold	7,946	–	–	0.1%	100
2018 Q1	$322K	Sell	7,946 -1,477	-16%	-$58.7K	0.09%	104
2017 Q4	$356K	Sell	9,423 -1	-0%	-$37	0.11%	103
2017 Q3	$351K	Hold	9,424	–	–	0.12%	98
2017 Q2	$345K	Buy	+9,424	New	+$336K	0.12%	96

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

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

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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

JP Morgan Chase

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

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