Veritable’s Commerce Bancshares CBSH Stock Holding History

Veritable’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 Q2	–	Sell	-4,258	Closed	-$215K	–	898
2023 Q1	$215K	Buy	4,258 +231	+6%	+$12.9K	﹤0.01%	817
2022 Q4	$237K	Buy	+4,027	New	+$235K	﹤0.01%	744

Other funds holding CBSH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Veritable's CBSH Position: Q2 2023 in Review

Veritable sold out of Commerce Bancshares (CBSH) in Q2 2023, closing a stake of 4,258 shares — an estimated $215K sold.

Veritable first reported a position in CBSH in Q4 2022 and held it in 2 quarters. The position peaked at $237K in Q4 2022. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2023.

Veritable reported no remaining Commerce Bancshares position as of Q2 2023 after selling out during the quarter.
Veritable sold 4,258 Commerce Bancshares shares in Q2 2023, an estimated $215K.
Veritable first reported a position in Commerce Bancshares in Q4 2022 and held it in 2 quarters.
Veritable's Commerce Bancshares position peaked at $237K in Q4 2022.
395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2023.

Based on Veritable's 13F filing for Q2 2023, filed 9 Aug 2023.