Symmetry Partners’s Commerce Bancshares CBSH Stock Holding History

Symmetry Partners’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
2023 Q1	–	Sell	-3,619	Closed	-$213K	–	551
2022 Q4	$213K	Buy	+3,619	New	+$211K	0.01%	523
2021 Q3	–	Sell	-3,709	Closed	-$217K	–	643
2021 Q2	$217K	Buy	+3,709	New	+$224K	0.01%	630
2019 Q2	–	Sell	-4,062	Closed	-$168K	–	334
2019 Q1	$168K	Hold	4,062	–	–	0.03%	331
2018 Q4	$163K	Buy	+4,062	New	+$174K	0.04%	273

Other funds holding CBSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Symmetry Partners's CBSH Position: Q1 2023 in Review

Symmetry Partners sold out of Commerce Bancshares (CBSH) in Q1 2023, closing a stake of 3,619 shares — an estimated $213K sold.

Symmetry Partners first reported a position in CBSH in Q4 2018 and held it in 4 quarters. The position peaked at $217K in Q2 2021. 411 funds tracked by Wall St. Rank hold CBSH as of Q1 2023.

Symmetry Partners reported no remaining Commerce Bancshares position as of Q1 2023 after selling out during the quarter.
Symmetry Partners sold 3,619 Commerce Bancshares shares in Q1 2023, an estimated $213K.
Symmetry Partners first reported a position in Commerce Bancshares in Q4 2018 and held it in 4 quarters.
Symmetry Partners's Commerce Bancshares position peaked at $217K in Q2 2021.
411 funds tracked by Wall St. Rank held Commerce Bancshares as of Q1 2023.

Based on Symmetry Partners's 13F filing for Q1 2023, filed 3 Apr 2023.