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Morton Brown Family Wealth’s Commerce Bancshares CBSH Stock Holding History

Morton Brown Family Wealth’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
Q2 		– Sell
-20
Closed -$992 – 199
2023
Q1 		$992 Buy
+20
New +$1.12K ﹤0.01% 267

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morton Brown Family Wealth's CBSH Position: Q2 2023 in Review

Morton Brown Family Wealth sold out of Commerce Bancshares (CBSH) in Q2 2023, closing a stake of 20 shares — an estimated $992 sold.

Morton Brown Family Wealth first reported a position in CBSH in Q1 2023 and held it in 1 quarter. The position peaked at $992 in Q1 2023. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2023.

  • Morton Brown Family Wealth reported no remaining Commerce Bancshares position as of Q2 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 20 Commerce Bancshares shares in Q2 2023, an estimated $992.
  • Morton Brown Family Wealth first reported a position in Commerce Bancshares in Q1 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Commerce Bancshares position peaked at $992 in Q1 2023.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2023.

Based on Morton Brown Family Wealth's 13F filing for Q2 2023, filed 25 Jul 2023.