NewSquare Capital’s Commerce Bancshares CBSH Stock Holding History

NewSquare Capital’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	-1	Closed	-$68	–	897
2022 Q4	$68	Buy	+1	New	+$58	﹤0.01%	785

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewSquare Capital's CBSH Position: Q1 2023 in Review

NewSquare Capital sold out of Commerce Bancshares (CBSH) in Q1 2023, closing a stake of 1 share — an estimated $68 sold.

NewSquare Capital first reported a position in CBSH in Q4 2022 and held it in 1 quarter. The position peaked at $68 in Q4 2022. 411 funds tracked by Wall St. Rank hold CBSH as of Q1 2023.

NewSquare Capital reported no remaining Commerce Bancshares position as of Q1 2023 after selling out during the quarter.
NewSquare Capital sold 1 Commerce Bancshares share in Q1 2023, an estimated $68.
NewSquare Capital first reported a position in Commerce Bancshares in Q4 2022 and held it in 1 quarter.
NewSquare Capital's Commerce Bancshares position peaked at $68 in Q4 2022.
411 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2023.

Based on NewSquare Capital's 13F filing for Q1 2023, filed 1 May 2023.