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WR Wealth Planners’s Commerce Bancshares CBSH Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-2
Closed -$106 – 1155
2024
Q1 		$106 Buy
+2
New +$95 ﹤0.01% 1144
2023
Q4 		– Sell
-52
Closed -$2.16K – 279
2023
Q3 		$2.16K Hold
52
– – ﹤0.01% 771
2023
Q2 		$2.19K Buy
+52
New +$2.31K ﹤0.01% 764

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WR Wealth Planners's CBSH Position: Q2 2024 in Review

WR Wealth Planners sold out of Commerce Bancshares (CBSH) in Q2 2024, closing a stake of 2 shares — an estimated $106 sold.

WR Wealth Planners first reported a position in CBSH in Q2 2023 and held it in 3 quarters. The position peaked at $2.19K in Q2 2023. 395 funds tracked by Wall St. Rank hold CBSH as of Q2 2024.

  • WR Wealth Planners reported no remaining Commerce Bancshares position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 2 Commerce Bancshares shares in Q2 2024, an estimated $106.
  • WR Wealth Planners first reported a position in Commerce Bancshares in Q2 2023 and held it in 3 quarters.
  • WR Wealth Planners's Commerce Bancshares position peaked at $2.19K in Q2 2023.
  • 395 funds tracked by Wall St. Rank held Commerce Bancshares as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.