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SteelPeak Wealth’s Commerce Bancshares CBSH Stock Holding History

SteelPeak Wealth’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
-7,651
Closed -$459K – 428
2021
Q1 		$459K Hold
7,651
– – 0.04% 239
2020
Q4 		$394K Sell
7,651
-517
-6% -$25K 0.04% 233
2020
Q3 		$343K Sell
8,168
-7
-0.1% -$301 0.04% 200
2020
Q2 		$363K Sell
8,175
-549
-6% -$24.2K 0.05% 188
2020
Q1 		$328K Hold
8,724
– – 0.05% 168
2019
Q4 		$442K Buy
+8,724
New +$407K 0.06% 177

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

SteelPeak Wealth's CBSH Position: Q2 2021 in Review

SteelPeak Wealth sold out of Commerce Bancshares (CBSH) in Q2 2021, closing a stake of 7,651 shares — an estimated $459K sold.

SteelPeak Wealth first reported a position in CBSH in Q4 2019 and held it in 6 quarters. The position peaked at $459K in Q1 2021. 393 funds tracked by Wall St. Rank hold CBSH as of Q2 2021.

  • SteelPeak Wealth reported no remaining Commerce Bancshares position as of Q2 2021 after selling out during the quarter.
  • SteelPeak Wealth sold 7,651 Commerce Bancshares shares in Q2 2021, an estimated $459K.
  • SteelPeak Wealth first reported a position in Commerce Bancshares in Q4 2019 and held it in 6 quarters.
  • SteelPeak Wealth's Commerce Bancshares position peaked at $459K in Q1 2021.
  • 393 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2021.

Based on SteelPeak Wealth's 13F filing for Q2 2021, filed 13 Aug 2021.