Paradigm Financial Advisors’s Commerce Bancshares CBSH Stock Holding History

Paradigm Financial 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
2021 Q4	$236K	Sell	4,180 -2	-0%	-$113	0.05%	189
2021 Q3	$228K	Hold	4,182	–	–	0.05%	190
2021 Q2	$244K	Hold	4,182	–	–	0.05%	186
2021 Q1	$251K	Hold	4,182	–	–	0.06%	167
2020 Q4	$215K	Buy	+4,182	New	+$203K	0.06%	149
2020 Q1	–	Sell	-4,184	Closed	-$212K	–	125
2019 Q4	$212K	Buy	+4,184	New	+$195K	0.07%	118
2014 Q2	–	Sell	-3,252	Closed	-$84K	–	99
2014 Q1	$84K	Hold	3,252	–	–	0.08%	99
2013 Q4	$81K	Buy	+3,252	New	+$79.7K	0.08%	107

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Paradigm Financial Advisors's CBSH Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Commerce Bancshares (CBSH) stake by 0.05% in Q4 2021, selling an estimated $113 and leaving 4,180 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #189.

Paradigm Financial Advisors first reported a position in CBSH in Q4 2013 and has held it in 8 quarters since. The position peaked at $251K in Q1 2021. 397 funds tracked by Wall St. Rank hold CBSH as of Q4 2021.

Paradigm Financial Advisors held 4,180 shares of Commerce Bancshares worth $236K as of Q4 2021.
Paradigm Financial Advisors sold 2 Commerce Bancshares shares in Q4 2021, an estimated $113.
Commerce Bancshares made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #189 holding.
Paradigm Financial Advisors first reported a position in Commerce Bancshares in Q4 2013 and has held it in 8 quarters since.
Paradigm Financial Advisors's Commerce Bancshares position peaked at $251K in Q1 2021.
397 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.