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Laurel Wealth Planning’s Commerce Bancshares CBSH Stock Holding History

Laurel Wealth Planning’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 		– Sell
-175
Closed -$10K – 262
2021
Q4 		$10K Sell
175
-1
-0.6% -$56 0.01% 142
2021
Q3 		$10K Hold
176
– – 0.01% 142
2021
Q2 		$10K Hold
176
– – 0.01% 96
2021
Q1 		$11K Hold
176
– – 0.01% 90
2020
Q4 		$9K Buy
+176
New +$8.53K 0.01% 83

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Laurel Wealth Planning's CBSH Position: Q1 2022 in Review

Laurel Wealth Planning sold out of Commerce Bancshares (CBSH) in Q1 2022, closing a stake of 175 shares — an estimated $10K sold.

Laurel Wealth Planning first reported a position in CBSH in Q4 2020 and held it in 5 quarters. The position peaked at $11K in Q1 2021. 383 funds tracked by Wall St. Rank hold CBSH as of Q1 2022.

  • Laurel Wealth Planning reported no remaining Commerce Bancshares position as of Q1 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 175 Commerce Bancshares shares in Q1 2022, an estimated $10K.
  • Laurel Wealth Planning first reported a position in Commerce Bancshares in Q4 2020 and held it in 5 quarters.
  • Laurel Wealth Planning's Commerce Bancshares position peaked at $11K in Q1 2021.
  • 383 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2022.

Based on Laurel Wealth Planning's 13F filing for Q1 2022, filed 28 Apr 2022.