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Realta Investment Advisors’s Commerce Bancshares CBSH Stock Holding History

Realta 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
2020
Q1 		– Sell
-173
Closed -$9K – 455
2019
Q4 		$9K Sell
173
-9
-5% -$420 ﹤0.01% 1157
2019
Q3 		$8K Hold
182
– – ﹤0.01% 1163
2019
Q2 		$8K Buy
+182
New +$7.68K ﹤0.01% 1195

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Realta Investment Advisors's CBSH Position: Q1 2020 in Review

Realta Investment Advisors sold out of Commerce Bancshares (CBSH) in Q1 2020, closing a stake of 173 shares — an estimated $9K sold.

Realta Investment Advisors first reported a position in CBSH in Q2 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 352 funds tracked by Wall St. Rank hold CBSH as of Q1 2020.

  • Realta Investment Advisors reported no remaining Commerce Bancshares position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 173 Commerce Bancshares shares in Q1 2020, an estimated $9K.
  • Realta Investment Advisors first reported a position in Commerce Bancshares in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Commerce Bancshares position peaked at $9K in Q4 2019.
  • 352 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.