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Sowell Financial Services’s Commerce Bancshares CBSH Stock Holding History

Sowell Financial Services’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
-777
Closed -$49K – 869
2021
Q1 		$49K Sell
777
-31
-4% -$1.79K ﹤0.01% 1665
2020
Q4 		$42K Buy
808
+54
+7% +$2.62K ﹤0.01% 1456
2020
Q3 		$32K Sell
754
-124
-14% -$5.33K ﹤0.01% 1359
2020
Q2 		$39K Sell
878
-380
-30% -$16.7K ﹤0.01% 1242
2020
Q1 		$47K Buy
1,258
+162
+15% +$7.67K ﹤0.01% 1080
2019
Q4 		$56K Buy
1,096
+646
+144% +$30.2K ﹤0.01% 1119
2019
Q3 		$19K Buy
+450
New +$18.8K ﹤0.01% 1292

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 $3.37T AUM 44.26% 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

Sowell Financial Services's CBSH Position: Q2 2021 in Review

Sowell Financial Services sold out of Commerce Bancshares (CBSH) in Q2 2021, closing a stake of 777 shares — an estimated $49K sold.

Sowell Financial Services first reported a position in CBSH in Q3 2019 and held it in 7 quarters. The position peaked at $56K in Q4 2019. 393 funds tracked by Wall St. Rank hold CBSH as of Q2 2021.

  • Sowell Financial Services reported no remaining Commerce Bancshares position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 777 Commerce Bancshares shares in Q2 2021, an estimated $49K.
  • Sowell Financial Services first reported a position in Commerce Bancshares in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Commerce Bancshares position peaked at $56K in Q4 2019.
  • 393 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.