COUNTRY CLUB TRUST COMPANY, N.A.

KANSAS CITY, MO Trust How do I update this listing?

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Country Club Trust Company, N.a. is based out of Kansas City. Whalewisdom has at least 68 13F filings

03/31/2022

Top Buys

  • Name% Change

03/31/2022

Top Sells

  • Name% Change

03/31/2022

13F Holdings Summary

No holdings for current quarter

12/31/2021

13F Activity

  • Market Value $1.269 Billion
  • Prior Market Value $1.165 Billion
  • New Purchases25 stocks
  • Additional Purchases115 stocks
  • Sold out of10 stocks
  • Reduced holdings in102 stocks
  • Top 10 Holdings % 24.59 %
  • Turnover % [1]:12.15%
  • Turnover Alt % [2]: 1.66 %
  • Time Held Top20:14.75 quarters
  • Time Held Top10:12.90 quarters
  • Time Held All:22.39 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

12/31/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-02-14

Performance for Q4 2021: -5.96%
Performance Last 4 Quarters: 11.08%
Performance Metrics
Stats are not available for the latest quarter

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13F Managers

Subsidiaries/Managers included in latest 13F
Name
Tower Wealth Managers, Inc.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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