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WealthPLAN Partners’s Commerce Bancshares CBSH Stock Holding History

WealthPLAN Partners’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
-174
Closed -$7.3K – 428
2023
Q2 		$7.3K Buy
174
+58
+50% +$2.57K ﹤0.01% 845
2023
Q1 		$5.83K Buy
+116
New +$6.47K ﹤0.01% 976

Other funds holding CBSH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's CBSH Position: Q3 2023 in Review

WealthPLAN Partners sold out of Commerce Bancshares (CBSH) in Q3 2023, closing a stake of 174 shares — an estimated $7.3K sold.

WealthPLAN Partners first reported a position in CBSH in Q1 2023 and held it in 2 quarters. The position peaked at $7.3K in Q2 2023. 383 funds tracked by Wall St. Rank hold CBSH as of Q3 2023.

  • WealthPLAN Partners reported no remaining Commerce Bancshares position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 174 Commerce Bancshares shares in Q3 2023, an estimated $7.3K.
  • WealthPLAN Partners first reported a position in Commerce Bancshares in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Commerce Bancshares position peaked at $7.3K in Q2 2023.
  • 383 funds tracked by Wall St. Rank held Commerce Bancshares as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.