VWA
CBSH icon

V Wealth Advisors’s Commerce Bancshares CBSH Stock Holding History

V Wealth 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
Q3 		– Sell
-20,421
Closed -$859K – 149
2023
Q2 		$859K Sell
20,421
-4,786
-19% -$212K 0.14% 144
2023
Q1 		$1.27M Buy
25,207
+87
+0.3% +$4.86K 0.24% 93
2022
Q4 		$1.48M Sell
25,120
-1,423
-5% -$82.9K 0.31% 75
2022
Q3 		$1.44M Sell
26,543
-35
-0.1% -$2K 0.29% 81
2022
Q2 		$1.44M Buy
26,578
+1,343
+5% +$75.4K 0.27% 87
2022
Q1 		$1.49M Sell
25,235
-35
-0.1% -$2.04K 0.24% 104
2021
Q4 		$1.43M Buy
25,270
+916
+4% +$51.5K 0.21% 114
2021
Q3 		$1.33M Buy
24,354
+3
+0% +$165 0.21% 114
2021
Q2 		$1.42M Sell
24,351
-627
-3% -$37.8K 0.23% 106
2021
Q1 		$1.5M Sell
24,978
-179
-0.7% -$10.3K 0.28% 91
2020
Q4 		$1.29M Buy
+25,157
New +$1.22M 0.27% 98
2020
Q3 		– Sell
-25,550
Closed -$1.13M – 191
2020
Q2 		$1.13M Buy
25,550
+1,675
+7% +$73.7K 0.29% 84
2020
Q1 		$897K Buy
23,875
+4,808
+25% +$228K 0.28% 94
2019
Q4 		$863K Sell
19,067
-953
-5% -$44.5K 0.31% 85
2019
Q3 		$863K Hold
20,020
– – 0.31% 85
2019
Q2 		$849K Hold
20,020
– – 0.32% 85
2019
Q1 		$852K Hold
20,020
– – 0.34% 79
2018
Q4 		$821K Sell
20,020
-2
-0% -$86 0.42% 66
2018
Q3 		$895K Hold
20,022
– – 0.41% 64
2018
Q2 		$898K Hold
20,022
– – 0.5% 54
2018
Q1 		$792K Hold
20,022
– – 0.42% 65
2017
Q4 		$783K Sell
20,022
-1
-0% -$37 0.39% 66
2017
Q3 		$746K Sell
20,023
-1,916
-9% -$69.5K 0.38% 63
2017
Q2 		$804K Hold
21,939
– – 0.38% 63
2017
Q1 		$794K Sell
21,939
-776
-3% -$28.6K 0.49% 60
2016
Q4 		$847K Sell
22,715
-779
-3% -$26.3K 0.62% 57
2016
Q3 		$710K Hold
23,494
– – 0.57% 58
2016
Q2 		$692K Hold
23,494
– – 0.57% 60
2016
Q1 		$656K Buy
+23,494
New +$608K 0.52% 60

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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

V Wealth Advisors's CBSH Position: Q3 2023 in Review

V Wealth Advisors sold out of Commerce Bancshares (CBSH) in Q3 2023, closing a stake of 20,421 shares — an estimated $859K sold.

V Wealth Advisors first reported a position in CBSH in Q1 2016 and held it in 29 quarters. The position peaked at $1.5M in Q1 2021. 383 funds tracked by Wall St. Rank hold CBSH as of Q3 2023.

  • V Wealth Advisors reported no remaining Commerce Bancshares position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 20,421 Commerce Bancshares shares in Q3 2023, an estimated $859K.
  • V Wealth Advisors first reported a position in Commerce Bancshares in Q1 2016 and held it in 29 quarters.
  • V Wealth Advisors's Commerce Bancshares position peaked at $1.5M in Q1 2021.
  • 383 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.