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Prestige Wealth Management Group’s Commerce Bancshares CBSH Stock Holding History

Prestige Wealth Management Group’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 		– Sell
-6
Closed – – 998
2021
Q3 		$0 Hold
6
– – ﹤0.01% 983
2021
Q2 		$0 Hold
6
– – ﹤0.01% 972
2021
Q1 		$0 Hold
6
– – ﹤0.01% 959
2020
Q4 		$0 Buy
+6
New +$291 ﹤0.01% 946

Other funds holding CBSH

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Prestige Wealth Management Group's CBSH Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of Commerce Bancshares (CBSH) in Q4 2021, closing a stake of 6 shares.

Prestige Wealth Management Group first reported a position in CBSH in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 397 funds tracked by Wall St. Rank hold CBSH as of Q4 2021.

  • Prestige Wealth Management Group reported no remaining Commerce Bancshares position as of Q4 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 6 Commerce Bancshares shares in Q4 2021.
  • Prestige Wealth Management Group first reported a position in Commerce Bancshares in Q4 2020 and held it in 4 quarters.
  • Prestige Wealth Management Group's Commerce Bancshares position peaked at $0 in Q3 2021.
  • 397 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.