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Orion Portfolio Solutions’s Commerce Bancshares CBSH Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-582
Closed -$26K – 674
2020
Q2 		$26K Sell
582
-715
-55% -$31.5K ﹤0.01% 871
2020
Q1 		$49K Buy
1,297
+123
+10% +$5.82K ﹤0.01% 599
2019
Q4 		$60K Buy
+1,174
New +$54.8K ﹤0.01% 519

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Orion Portfolio Solutions's CBSH Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Commerce Bancshares (CBSH) in Q3 2020, closing a stake of 582 shares — an estimated $26K sold.

Orion Portfolio Solutions first reported a position in CBSH in Q4 2019 and held it in 3 quarters. The position peaked at $60K in Q4 2019. 355 funds tracked by Wall St. Rank hold CBSH as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Commerce Bancshares position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 582 Commerce Bancshares shares in Q3 2020, an estimated $26K.
  • Orion Portfolio Solutions first reported a position in Commerce Bancshares in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Commerce Bancshares position peaked at $60K in Q4 2019.
  • 355 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.