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TFO Wealth Partners’s Commerce Bancshares CBSH Stock Holding History

TFO Wealth 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
2024
Q2 		– Sell
-7
Closed -$319 – 177
2024
Q1 		$319 Hold
7
– – ﹤0.01% 378
2023
Q4 		$320 Hold
7
– – ﹤0.01% 498
2023
Q3 		$292 Hold
7
– – ﹤0.01% 667
2023
Q2 		$292 Hold
7
– – ﹤0.01% 413
2023
Q1 		$350 Sell
7
-6
-46% -$335 ﹤0.01% 330
2022
Q4 		$735 Buy
+13
New +$758 ﹤0.01% 419

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

TFO Wealth Partners's CBSH Position: Q2 2024 in Review

TFO Wealth Partners sold out of Commerce Bancshares (CBSH) in Q2 2024, closing a stake of 7 shares — an estimated $319 sold.

TFO Wealth Partners first reported a position in CBSH in Q4 2022 and held it in 6 quarters. The position peaked at $735 in Q4 2022. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2024.

  • TFO Wealth Partners reported no remaining Commerce Bancshares position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Commerce Bancshares shares in Q2 2024, an estimated $319.
  • TFO Wealth Partners first reported a position in Commerce Bancshares in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Commerce Bancshares position peaked at $735 in Q4 2022.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.