Moisand Fitzgerald Tamayo’s Commerce Bancshares CBSH Stock Holding History

Moisand Fitzgerald Tamayo’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 Q3	–	Sell	-13	Closed	-$536	–	777
2023 Q2	$536	Hold	13	–	–	﹤0.01%	707
2023 Q1	$642	Hold	13	–	–	﹤0.01%	741
2022 Q4	$749	Buy	+13	New	+$758	﹤0.01%	709

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moisand Fitzgerald Tamayo's CBSH Position: Q3 2023 in Review

Moisand Fitzgerald Tamayo sold out of Commerce Bancshares (CBSH) in Q3 2023, closing a stake of 13 shares — an estimated $536 sold.

Moisand Fitzgerald Tamayo first reported a position in CBSH in Q4 2022 and held it in 3 quarters. The position peaked at $749 in Q4 2022. 383 funds tracked by Wall St. Rank hold CBSH as of Q3 2023.

Moisand Fitzgerald Tamayo reported no remaining Commerce Bancshares position as of Q3 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 13 Commerce Bancshares shares in Q3 2023, an estimated $536.
Moisand Fitzgerald Tamayo first reported a position in Commerce Bancshares in Q4 2022 and held it in 3 quarters.
Moisand Fitzgerald Tamayo's Commerce Bancshares position peaked at $749 in Q4 2022.
383 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2023, filed 20 Oct 2023.