Retirement Capital Strategies’s Commerce Bancshares CBSH Stock Holding History

Retirement Capital Strategies’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	-6,397	Closed	-$348K	–	45
2022 Q3	$348K	Hold	6,397	–	–	0.16%	37
2022 Q2	$346K	Hold	6,397	–	–	0.16%	47
2022 Q1	$363K	Hold	6,397	–	–	0.15%	43
2021 Q4	$362K	Sell	6,397 -1	-0%	-$56	0.13%	59
2021 Q3	$349K	Hold	6,398	–	–	0.13%	57
2021 Q2	$374K	Hold	6,398	–	–	0.14%	64
2021 Q1	$384K	Hold	6,398	–	–	0.15%	59
2020 Q4	$329K	Sell	6,398 -1	-0%	-$48	0.13%	55
2020 Q3	$297K	Hold	6,399	–	–	0.14%	51
2020 Q2	$284K	Hold	6,399	–	–	0.13%	37
2020 Q1	$240K	Hold	6,399	–	–	0.13%	33
2019 Q4	$324K	Hold	6,399	–	–	0.15%	42
2019 Q3	$275K	Hold	6,399	–	–	0.14%	42
2019 Q2	$272K	Hold	6,399	–	–	0.14%	41
2019 Q1	$264K	Hold	6,399	–	–	0.13%	41
2018 Q4	$256K	Sell	6,399 -1	-0%	-$43	0.14%	40
2018 Q3	$286K	Buy	+6,400	New	+$299K	0.14%	38

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Retirement Capital Strategies's CBSH Position: Q4 2022 in Review

Retirement Capital Strategies sold out of Commerce Bancshares (CBSH) in Q4 2022, closing a stake of 6,397 shares — an estimated $348K sold.

Retirement Capital Strategies first reported a position in CBSH in Q3 2018 and held it in 17 quarters. The position peaked at $384K in Q1 2021. 425 funds tracked by Wall St. Rank hold CBSH as of Q4 2022.

Retirement Capital Strategies reported no remaining Commerce Bancshares position as of Q4 2022 after selling out during the quarter.
Retirement Capital Strategies sold 6,397 Commerce Bancshares shares in Q4 2022, an estimated $348K.
Retirement Capital Strategies first reported a position in Commerce Bancshares in Q3 2018 and held it in 17 quarters.
Retirement Capital Strategies's Commerce Bancshares position peaked at $384K in Q1 2021.
425 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2022.

Based on Retirement Capital Strategies's 13F filing for Q4 2022, filed 7 Feb 2023.