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OneDigital Investment Advisors’s Commerce Bancshares CBSH Stock Holding History

OneDigital Investment 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
2022
Q3 		– Sell
-15,714
Closed -$849K – 764
2022
Q2 		$849K Buy
15,714
+64
+0.4% +$3.59K 0.04% 294
2022
Q1 		$922K Buy
15,650
+2
+0% +$117 0.03% 298
2021
Q4 		$885K Sell
15,648
-41
-0.3% -$2.31K 0.03% 309
2021
Q3 		$857K Buy
15,689
+2
+0% +$110 0.03% 300
2021
Q2 		$916K Buy
15,687
+3
+0% +$181 0.04% 271
2021
Q1 		$941K Buy
15,684
+1
+0% +$58 0.04% 258
2020
Q4 		$807K Sell
15,683
-390
-2% -$18.9K 0.04% 262
2020
Q3 		$675K Buy
16,073
+20
+0.1% +$859 0.05% 251
2020
Q2 		$712K Sell
16,053
-3
-0% -$132 0.05% 252
2020
Q1 		$603K Sell
16,056
-45
-0.3% -$2.13K 0.05% 256
2019
Q4 		$816K Buy
+16,101
New +$752K 0.06% 221
2019
Q3 		– Sell
-1,902
Closed -$81K – 643
2019
Q2 		$81K Buy
1,902
+4
+0.2% +$169 0.01% 487
2019
Q1 		$78K Buy
1,898
+3
+0.2% +$128 0.01% 410
2018
Q4 		$76K Sell
1,895
-26
-1% -$1.11K 0.01% 381
2018
Q3 		$86K Buy
1,921
+777
+68% +$36.3K 0.02% 299
2018
Q2 		$50K Buy
1,144
+3
+0.3% +$130 0.01% 498
2018
Q1 		$46K Buy
1,141
+2
+0.2% +$79 0.01% 543
2017
Q4 		$43K Hold
1,139
– – ﹤0.01% 553
2017
Q3 		$42K Buy
1,139
+3
+0.3% +$109 0.02% 427
2017
Q2 		$42K Buy
+1,136
New +$40.6K 0.01% 522

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OneDigital Investment Advisors's CBSH Position: Q3 2022 in Review

OneDigital Investment Advisors sold out of Commerce Bancshares (CBSH) in Q3 2022, closing a stake of 15,714 shares — an estimated $849K sold.

OneDigital Investment Advisors first reported a position in CBSH in Q2 2017 and held it in 20 quarters. The position peaked at $941K in Q1 2021. 398 funds tracked by Wall St. Rank hold CBSH as of Q3 2022.

  • OneDigital Investment Advisors reported no remaining Commerce Bancshares position as of Q3 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 15,714 Commerce Bancshares shares in Q3 2022, an estimated $849K.
  • OneDigital Investment Advisors first reported a position in Commerce Bancshares in Q2 2017 and held it in 20 quarters.
  • OneDigital Investment Advisors's Commerce Bancshares position peaked at $941K in Q1 2021.
  • 398 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2022.

Based on OneDigital Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.