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Loring Wolcott & Coolidge Fiduciary Advisors’s Commerce Bancshares CBSH Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q1 		– Sell
-666
Closed -$39.1K – 600
2022
Q4 		$39.1K Hold
666
– – ﹤0.01% 429
2022
Q3 		$36K Hold
666
– – ﹤0.01% 449
2022
Q2 		$36K Buy
+666
New +$37.4K ﹤0.01% 465
2017
Q4 		– Sell
-2
Closed – – 757
2017
Q3 		$0 Buy
+2
New +$73 ﹤0.01% 799

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CBSH Position: Q1 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Commerce Bancshares (CBSH) in Q1 2023, closing a stake of 666 shares — an estimated $39.1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CBSH in Q3 2017 and held it in 4 quarters. The position peaked at $39.1K in Q4 2022. 411 funds tracked by Wall St. Rank hold CBSH as of Q1 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Commerce Bancshares position as of Q1 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 666 Commerce Bancshares shares in Q1 2023, an estimated $39.1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Commerce Bancshares in Q3 2017 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Commerce Bancshares position peaked at $39.1K in Q4 2022.
  • 411 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2023, filed 2 May 2023.