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Liberty Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Liberty 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
2020
Q2 		– Sell
-20
Closed -$1K – 868
2020
Q1 		$1K Buy
+20
New +$947 ﹤0.01% 773

Other funds holding CBSH

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Wealth Management's CBSH Position: Q2 2020 in Review

Liberty Wealth Management sold out of Commerce Bancshares (CBSH) in Q2 2020, closing a stake of 20 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in CBSH in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 356 funds tracked by Wall St. Rank hold CBSH as of Q2 2020.

  • Liberty Wealth Management reported no remaining Commerce Bancshares position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 20 Commerce Bancshares shares in Q2 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Commerce Bancshares in Q1 2020 and held it in 1 quarter.
  • Liberty Wealth Management's Commerce Bancshares position peaked at $1K in Q1 2020.
  • 356 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.