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Scissortail Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Scissortail Wealth Management’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
Q3 		– Sell
-2,292
Closed -$130K – 93
2022
Q2 		$130K Buy
+2,292
New +$129K 0.05% 113
2022
Q1 		– Sell
-2,292
Closed -$130K – 97
2021
Q4 		$130K Buy
+2,292
New +$129K 0.05% 113

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Scissortail Wealth Management's CBSH Position: Q3 2022 in Review

Scissortail Wealth Management sold out of Commerce Bancshares (CBSH) in Q3 2022, closing a stake of 2,292 shares — an estimated $130K sold.

Scissortail Wealth Management first reported a position in CBSH in Q4 2021 and held it in 2 quarters. The position peaked at $130K in Q2 2022. 398 funds tracked by Wall St. Rank hold CBSH as of Q3 2022.

  • Scissortail Wealth Management reported no remaining Commerce Bancshares position as of Q3 2022 after selling out during the quarter.
  • Scissortail Wealth Management sold 2,292 Commerce Bancshares shares in Q3 2022, an estimated $130K.
  • Scissortail Wealth Management first reported a position in Commerce Bancshares in Q4 2021 and held it in 2 quarters.
  • Scissortail Wealth Management's Commerce Bancshares position peaked at $130K in Q2 2022.
  • 398 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2022.

Based on Scissortail Wealth Management's 13F filing for Q3 2022, filed 3 Nov 2022.