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Lumature Wealth Partners’s Commerce Bancshares CBSH Stock Holding History

Lumature 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
2022
Q1 		– Sell
-88
Closed -$5K – 405
2021
Q4 		$5K Sell
88
-36
-29% -$2.02K ﹤0.01% 365
2021
Q3 		$7K Sell
124
-74
-37% -$4.08K ﹤0.01% 356
2021
Q2 		$12K Buy
198
+110
+125% +$6.63K 0.01% 282
2021
Q1 		$5K Buy
+88
New +$5.07K ﹤0.01% 315

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lumature Wealth Partners's CBSH Position: Q1 2022 in Review

Lumature Wealth Partners sold out of Commerce Bancshares (CBSH) in Q1 2022, closing a stake of 88 shares — an estimated $5K sold.

Lumature Wealth Partners first reported a position in CBSH in Q1 2021 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 383 funds tracked by Wall St. Rank hold CBSH as of Q1 2022.

  • Lumature Wealth Partners reported no remaining Commerce Bancshares position as of Q1 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 88 Commerce Bancshares shares in Q1 2022, an estimated $5K.
  • Lumature Wealth Partners first reported a position in Commerce Bancshares in Q1 2021 and held it in 4 quarters.
  • Lumature Wealth Partners's Commerce Bancshares position peaked at $12K in Q2 2021.
  • 383 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2022.

Based on Lumature Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.