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Tilia Fiduciary Partners’s Commerce Bancshares CBSH Stock Holding History

Tilia Fiduciary 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
Q3 		– Sell
-1,820
Closed -$76.6K – 151
2023
Q2 		$76.6K Hold
1,820
– – 0.07% 161
2023
Q1 		$91.7K Hold
1,820
– – 0.09% 146
2022
Q4 		$107K Sell
1,820
-1
-0.1% -$58 0.1% 136
2022
Q3 		$103K Hold
1,821
– – 0.1% 135
2022
Q2 		$99K Hold
1,821
– – 0.09% 141
2022
Q1 		$107K Hold
1,821
– – 0.09% 145
2021
Q4 		$103K Buy
+1,821
New +$102K 0.08% 149

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CB
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State Street
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Lazard Asset Management
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tilia Fiduciary Partners's CBSH Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Commerce Bancshares (CBSH) in Q3 2023, closing a stake of 1,820 shares — an estimated $76.6K sold.

Tilia Fiduciary Partners first reported a position in CBSH in Q4 2021 and held it in 7 quarters. The position peaked at $107K in Q4 2022. 383 funds tracked by Wall St. Rank hold CBSH as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Commerce Bancshares position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,820 Commerce Bancshares shares in Q3 2023, an estimated $76.6K.
  • Tilia Fiduciary Partners first reported a position in Commerce Bancshares in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Commerce Bancshares position peaked at $107K in Q4 2022.
  • 383 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.