Creative Planning’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-3,754	Closed	-$937K	–	2648
2021 Q1	$937K	Buy	+3,754	New	+$839K	﹤0.01%	1061
2017 Q3	–	Sell	-11	Closed	-$1K	–	3831
2017 Q2	$1K	Sell	11 -5	-31%	-$359	﹤0.01%	4526
2017 Q1	$1K	Buy	+16	New	+$1.11K	﹤0.01%	4524
2016 Q4	–	Sell	-67	Closed	-$5K	–	4888
2016 Q3	$5K	Hold	67	–	–	﹤0.01%	3910
2016 Q2	$5K	Buy	+67	New	+$5.7K	﹤0.01%	3673
2016 Q1	–	Hold	0	–	–	–	4574
2015 Q4	–	Sell	-67	Closed	-$14K	–	4615
2015 Q3	$14K	Buy	+67	New	+$17K	﹤0.01%	3006
2015 Q2	–	Sell	-67	Closed	-$19K	–	3133
2015 Q1	$19K	Sell	67 -50	-43%	-$14.2K	﹤0.01%	2770
2014 Q4	$33K	Buy	117 +44	+60%	+$12.7K	﹤0.01%	2282
2014 Q3	$24K	Buy	73 +36	+97%	+$12.2K	﹤0.01%	2429
2014 Q2	$15K	Sell	37 -6	-14%	-$2.62K	﹤0.01%	2672
2014 Q1	$22K	Buy	+43	New	+$23.7K	﹤0.01%	2312

Other funds holding TCS

LGP

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

WCM

Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return

FSCM

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

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

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

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Creative Planning's TCS Position: Q2 2021 in Review

Creative Planning sold out of THE CONTAINER STORE GROUP, INC. (TCS) in Q2 2021, closing a stake of 3,754 shares — an estimated $937K sold.

Creative Planning first reported a position in TCS in Q1 2014 and held it in 11 quarters. The position peaked at $937K in Q1 2021. 132 funds tracked by Wall St. Rank hold TCS as of Q2 2021.

Creative Planning reported no remaining THE CONTAINER STORE GROUP, INC. position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 3,754 THE CONTAINER STORE GROUP, INC. shares in Q2 2021, an estimated $937K.
Creative Planning first reported a position in THE CONTAINER STORE GROUP, INC. in Q1 2014 and held it in 11 quarters.
Creative Planning's THE CONTAINER STORE GROUP, INC. position peaked at $937K in Q1 2021.
132 funds tracked by Wall St. Rank held THE CONTAINER STORE GROUP, INC. as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.