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Wagner Wealth Management (South Carolina)’s Commerce Bancshares CBSH Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022
Q4 		– Sell
-184
Closed -$10K – 309
2022
Q3 		$10K Buy
184
+2
+1% +$114 0.01% 421
2022
Q2 		$10K Buy
+182
New +$10.2K 0.01% 436
2022
Q1 		– Sell
-170
Closed -$10K – 277
2021
Q4 		$10K Buy
+170
New +$9.56K 0.01% 488

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CBSH Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Commerce Bancshares (CBSH) in Q4 2022, closing a stake of 184 shares — an estimated $10K sold.

Wagner Wealth Management (South Carolina) first reported a position in CBSH in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q3 2022. 426 funds tracked by Wall St. Rank hold CBSH as of Q4 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Commerce Bancshares position as of Q4 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 184 Commerce Bancshares shares in Q4 2022, an estimated $10K.
  • Wagner Wealth Management (South Carolina) first reported a position in Commerce Bancshares in Q4 2021 and held it in 3 quarters.
  • Wagner Wealth Management (South Carolina)'s Commerce Bancshares position peaked at $10K in Q3 2022.
  • 426 funds tracked by Wall St. Rank held Commerce Bancshares as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.