Carson Wealth (CWM LLC)
TCS icon

Carson Wealth (CWM LLC)’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History

Carson Wealth (CWM 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
2024
Q4 		– Sell
-50
Closed – – 5247
2024
Q3 		$0 Hold
50
– – ﹤0.01% 5243
2024
Q2 		$0 Hold
50
– – ﹤0.01% 5021
2024
Q1 		$1K Hold
50
– – ﹤0.01% 4259
2023
Q4 		$2K Sell
50
-8
-14% -$242 ﹤0.01% 3865
2023
Q3 		$2K Sell
58
-141
-71% -$5.62K ﹤0.01% 3887
2023
Q2 		$9K Buy
199
+149
+298% +$6.63K ﹤0.01% 3170
2023
Q1 		$3K Hold
50
– – ﹤0.01% 3590
2022
Q4 		$3K Hold
50
– – ﹤0.01% 3476
2022
Q3 		$4K Hold
50
– – ﹤0.01% 3241
2022
Q2 		$5K Hold
50
– – ﹤0.01% 3028
2022
Q1 		$6K Hold
50
– – ﹤0.01% 2792
2021
Q4 		$7K Buy
+50
New +$8.45K ﹤0.01% 2589

Other funds holding TCS

Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
WAS
Winch Advisory Services Appleton, Wisconsin $481M AUM 22.61% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TCS Position: Q4 2024 in Review

Carson Wealth (CWM LLC) sold out of THE CONTAINER STORE GROUP, INC. (TCS) in Q4 2024, closing a stake of 50 shares.

Carson Wealth (CWM LLC) first reported a position in TCS in Q4 2021 and held it in 12 quarters. The position peaked at $9K in Q2 2023. 5 funds tracked by Wall St. Rank hold TCS as of Q4 2024.

  • Carson Wealth (CWM LLC) reported no remaining THE CONTAINER STORE GROUP, INC. position as of Q4 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 50 THE CONTAINER STORE GROUP, INC. shares in Q4 2024.
  • Carson Wealth (CWM LLC) first reported a position in THE CONTAINER STORE GROUP, INC. in Q4 2021 and held it in 12 quarters.
  • Carson Wealth (CWM LLC)'s THE CONTAINER STORE GROUP, INC. position peaked at $9K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held THE CONTAINER STORE GROUP, INC. as of Q4 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2024, filed 4 Feb 2025.