TWM
CBSH icon

Tradition Wealth Management’s Commerce Bancshares CBSH Stock Holding History

Tradition Wealth Management’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
-67
Closed -$3K – 1280
2023
Q3 		$3K Hold
67
– – ﹤0.01% 1283
2023
Q2 		$3K Buy
+67
New +$2.97K ﹤0.01% 1316

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

Tradition Wealth Management's CBSH Position: Q4 2023 in Review

Tradition Wealth Management sold out of Commerce Bancshares (CBSH) in Q4 2023, closing a stake of 67 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in CBSH in Q2 2023 and held it in 2 quarters. The position peaked at $3K in Q3 2023. 395 funds tracked by Wall St. Rank hold CBSH as of Q4 2023.

  • Tradition Wealth Management reported no remaining Commerce Bancshares position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 67 Commerce Bancshares shares in Q4 2023, an estimated $3K.
  • Tradition Wealth Management first reported a position in Commerce Bancshares in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Commerce Bancshares position peaked at $3K in Q3 2023.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.