CarsonAllaria Wealth Management’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History

CarsonAllaria Wealth Management’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
2023 Q2	–	Sell	-33	Closed	-$1.68K	–	403
2023 Q1	$1.68K	Hold	33	–	–	﹤0.01%	310
2022 Q4	$2K	Hold	33	–	–	﹤0.01%	295
2022 Q3	$2K	Hold	33	–	–	﹤0.01%	294
2022 Q2	$3K	Hold	33	–	–	﹤0.01%	273
2022 Q1	$4K	Hold	33	–	–	﹤0.01%	278
2021 Q4	$5K	Buy	+33	New	+$5.58K	﹤0.01%	277

Other funds holding TCS

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCM

Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCP Investment Orinda, California $108M AUM 19.38% 1-Year Est. Return

CarsonAllaria Wealth Management's TCS Position: Q2 2023 in Review

CarsonAllaria Wealth Management sold out of THE CONTAINER STORE GROUP, INC. (TCS) in Q2 2023, closing a stake of 33 shares — an estimated $1.68K sold.

CarsonAllaria Wealth Management first reported a position in TCS in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q4 2021. 96 funds tracked by Wall St. Rank hold TCS as of Q2 2023.

CarsonAllaria Wealth Management reported no remaining THE CONTAINER STORE GROUP, INC. position as of Q2 2023 after selling out during the quarter.
CarsonAllaria Wealth Management sold 33 THE CONTAINER STORE GROUP, INC. shares in Q2 2023, an estimated $1.68K.
CarsonAllaria Wealth Management first reported a position in THE CONTAINER STORE GROUP, INC. in Q4 2021 and held it in 6 quarters.
CarsonAllaria Wealth Management's THE CONTAINER STORE GROUP, INC. position peaked at $5K in Q4 2021.
96 funds tracked by Wall St. Rank held THE CONTAINER STORE GROUP, INC. as of Q2 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2023, filed 1 Aug 2023.