PWA
CBSH icon

PCG Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

PCG Wealth 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
Q4 		– Sell
-4,745
Closed -$258K – 115
2022
Q3 		$258K Buy
+4,745
New +$271K 0.09% 116

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PCG Wealth Advisors's CBSH Position: Q4 2022 in Review

PCG Wealth Advisors sold out of Commerce Bancshares (CBSH) in Q4 2022, closing a stake of 4,745 shares — an estimated $258K sold.

PCG Wealth Advisors first reported a position in CBSH in Q3 2022 and held it in 1 quarter. The position peaked at $258K in Q3 2022. 426 funds tracked by Wall St. Rank hold CBSH as of Q4 2022.

  • PCG Wealth Advisors reported no remaining Commerce Bancshares position as of Q4 2022 after selling out during the quarter.
  • PCG Wealth Advisors sold 4,745 Commerce Bancshares shares in Q4 2022, an estimated $258K.
  • PCG Wealth Advisors first reported a position in Commerce Bancshares in Q3 2022 and held it in 1 quarter.
  • PCG Wealth Advisors's Commerce Bancshares position peaked at $258K in Q3 2022.
  • 426 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.