BWL
TCS

Bogart Wealth LLC’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History

Bogart Wealth LLC’s Portfolio TCS Stock Details TCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-27
Closed -$2K – 1219
2022
Q3 		$2K Buy
+27
New +$2.72K ﹤0.01% 852

Other funds holding TCS

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bogart Wealth LLC's TCS Position: Q4 2022 in Review

Bogart Wealth LLC sold out of THE CONTAINER STORE GROUP, INC. (TCS) in Q4 2022, closing a stake of 27 shares — an estimated $2K sold.

Bogart Wealth LLC first reported a position in TCS in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 139 funds tracked by Wall St. Rank hold TCS as of Q4 2022.

  • Bogart Wealth LLC reported no remaining THE CONTAINER STORE GROUP, INC. position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 27 THE CONTAINER STORE GROUP, INC. shares in Q4 2022, an estimated $2K.
  • Bogart Wealth LLC first reported a position in THE CONTAINER STORE GROUP, INC. in Q3 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's THE CONTAINER STORE GROUP, INC. position peaked at $2K in Q3 2022.
  • 139 funds tracked by Wall St. Rank held THE CONTAINER STORE GROUP, INC. as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.