LM Advisors’s Commerce Bancshares CBSH Stock Holding History

LM Advisors’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	-21	Closed	-$1.01K	–	287
2023 Q4	$1.01K	Buy	+21	New	+$906	﹤0.01%	698

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LM Advisors's CBSH Position: Q1 2024 in Review

LM Advisors sold out of Commerce Bancshares (CBSH) in Q1 2024, closing a stake of 21 shares — an estimated $1.01K sold.

LM Advisors first reported a position in CBSH in Q4 2023 and held it in 1 quarter. The position peaked at $1.01K in Q4 2023. 384 funds tracked by Wall St. Rank hold CBSH as of Q1 2024.

LM Advisors reported no remaining Commerce Bancshares position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 21 Commerce Bancshares shares in Q1 2024, an estimated $1.01K.
LM Advisors first reported a position in Commerce Bancshares in Q4 2023 and held it in 1 quarter.
LM Advisors's Commerce Bancshares position peaked at $1.01K in Q4 2023.
384 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.