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RMR Wealth Builders’s Commerce Bancshares CBSH Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-1,035
Closed -$62K – 255
2021
Q1 		$62K Hold
1,035
– – 0.02% 336
2020
Q4 		$53K Buy
+1,035
New +$50.1K 0.03% 255
2020
Q3 		– Sell
-1,036
Closed -$46K – 262
2020
Q2 		$46K Buy
+1,036
New +$45.6K 0.04% 233
2019
Q4 		$53K Buy
+1,036
New +$48.4K 0.05% 217

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

RMR Wealth Builders's CBSH Position: Q2 2021 in Review

RMR Wealth Builders sold out of Commerce Bancshares (CBSH) in Q2 2021, closing a stake of 1,035 shares — an estimated $62K sold.

RMR Wealth Builders first reported a position in CBSH in Q4 2019 and held it in 4 quarters. The position peaked at $62K in Q1 2021. 393 funds tracked by Wall St. Rank hold CBSH as of Q2 2021.

  • RMR Wealth Builders reported no remaining Commerce Bancshares position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,035 Commerce Bancshares shares in Q2 2021, an estimated $62K.
  • RMR Wealth Builders first reported a position in Commerce Bancshares in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Commerce Bancshares position peaked at $62K in Q1 2021.
  • 393 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.