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Regent Peak Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-10
Closed -$1K – 280
2020
Q4 		$1K Buy
+10
New +$484 ﹤0.01% 898

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Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CB
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State Street
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Lazard Asset Management
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regent Peak Wealth Advisors's CBSH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Commerce Bancshares (CBSH) in Q1 2021, closing a stake of 10 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in CBSH in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 385 funds tracked by Wall St. Rank hold CBSH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Commerce Bancshares position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 10 Commerce Bancshares shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Commerce Bancshares in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Commerce Bancshares position peaked at $1K in Q4 2020.
  • 385 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.