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LMG Wealth Partners’s Commerce Bancshares CBSH Stock Holding History

LMG Wealth Partners’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
-7,213
Closed -$349K – 122
2023
Q4 		$349K Sell
7,213
-1
-0% -$43 0.1% 83
2023
Q3 		$299K Hold
7,214
– – 0.09% 87
2023
Q2 		$303K Sell
7,214
-77,603
-91% -$3.44M 0.09% 88
2023
Q1 		$4.28M Buy
84,817
+3,968
+5% +$221K 1.38% 29
2022
Q4 		$4.82M Buy
+80,849
New +$4.71M 1.59% 25

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LMG Wealth Partners's CBSH Position: Q1 2024 in Review

LMG Wealth Partners sold out of Commerce Bancshares (CBSH) in Q1 2024, closing a stake of 7,213 shares — an estimated $349K sold.

LMG Wealth Partners first reported a position in CBSH in Q4 2022 and held it in 5 quarters. The position peaked at $4.82M in Q4 2022. 384 funds tracked by Wall St. Rank hold CBSH as of Q1 2024.

  • LMG Wealth Partners reported no remaining Commerce Bancshares position as of Q1 2024 after selling out during the quarter.
  • LMG Wealth Partners sold 7,213 Commerce Bancshares shares in Q1 2024, an estimated $349K.
  • LMG Wealth Partners first reported a position in Commerce Bancshares in Q4 2022 and held it in 5 quarters.
  • LMG Wealth Partners's Commerce Bancshares position peaked at $4.82M in Q4 2022.
  • 384 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2024.

Based on LMG Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.