TCWP’s Commerce Bancshares CBSH Stock Holding History

TCWP’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 Q2	–	Sell	-352	Closed	-$20K	–	519
2022 Q1	$20K	Buy	+352	New	+$20.6K	﹤0.01%	698

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCWP's CBSH Position: Q2 2022 in Review

TCWP sold out of Commerce Bancshares (CBSH) in Q2 2022, closing a stake of 352 shares — an estimated $20K sold.

TCWP first reported a position in CBSH in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 396 funds tracked by Wall St. Rank hold CBSH as of Q2 2022.

TCWP reported no remaining Commerce Bancshares position as of Q2 2022 after selling out during the quarter.
TCWP sold 352 Commerce Bancshares shares in Q2 2022, an estimated $20K.
TCWP first reported a position in Commerce Bancshares in Q1 2022 and held it in 1 quarter.
TCWP's Commerce Bancshares position peaked at $20K in Q1 2022.
396 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.