Valeo Financial Advisors’s Commerce Bancshares CBSH Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-9	Closed	-$1K	–	719
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	1874
2020 Q4	$0	Hold	9	–	–	﹤0.01%	1689
2020 Q3	$0	Sell	9 -59	-87%	-$2.54K	﹤0.01%	1665
2020 Q2	$3K	Buy	68 +59	+656%	+$2.6K	﹤0.01%	1656
2020 Q1	$0	Hold	9	–	–	﹤0.01%	1798
2019 Q4	$0	Sell	9 -1	-10%	-$47	﹤0.01%	1632
2019 Q3	$0	Hold	10	–	–	﹤0.01%	1565
2019 Q2	$0	Hold	10	–	–	﹤0.01%	1565
2019 Q1	$0	Hold	10	–	–	﹤0.01%	1553
2018 Q4	$0	Hold	10	–	–	﹤0.01%	1510
2018 Q3	$0	Hold	10	–	–	﹤0.01%	1780
2018 Q2	$0	Hold	10	–	–	﹤0.01%	1626
2018 Q1	$0	Hold	10	–	–	﹤0.01%	1542
2017 Q4	$0	Buy	+10	New	+$373	﹤0.01%	1386

Other funds holding CBSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valeo Financial Advisors's CBSH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Commerce Bancshares (CBSH) in Q2 2021, closing a stake of 9 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in CBSH in Q4 2017 and held it in 14 quarters. The position peaked at $3K in Q2 2020. 393 funds tracked by Wall St. Rank hold CBSH as of Q2 2021.

Valeo Financial Advisors reported no remaining Commerce Bancshares position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 9 Commerce Bancshares shares in Q2 2021, an estimated $1K.
Valeo Financial Advisors first reported a position in Commerce Bancshares in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's Commerce Bancshares position peaked at $3K in Q2 2020.
393 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.