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Tanglewood Legacy Advisors’s Commerce Bancshares CBSH Stock Holding History

Tanglewood Legacy Advisors’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
Q4 		– Sell
-2,174
Closed -$90.1K – 281
2023
Q3 		$90.1K Hold
2,174
– – 0.05% 120
2023
Q2 		$91.5K Hold
2,174
– – 0.05% 123
2023
Q1 		$110K Hold
2,174
– – 0.07% 102
2022
Q4 		$128K Buy
+2,174
New +$127K 0.09% 77

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Tanglewood Legacy Advisors's CBSH Position: Q4 2023 in Review

Tanglewood Legacy Advisors sold out of Commerce Bancshares (CBSH) in Q4 2023, closing a stake of 2,174 shares — an estimated $90.1K sold.

Tanglewood Legacy Advisors first reported a position in CBSH in Q4 2022 and held it in 4 quarters. The position peaked at $128K in Q4 2022. 395 funds tracked by Wall St. Rank hold CBSH as of Q4 2023.

  • Tanglewood Legacy Advisors reported no remaining Commerce Bancshares position as of Q4 2023 after selling out during the quarter.
  • Tanglewood Legacy Advisors sold 2,174 Commerce Bancshares shares in Q4 2023, an estimated $90.1K.
  • Tanglewood Legacy Advisors first reported a position in Commerce Bancshares in Q4 2022 and held it in 4 quarters.
  • Tanglewood Legacy Advisors's Commerce Bancshares position peaked at $128K in Q4 2022.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2023.

Based on Tanglewood Legacy Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.