EWA
TCS

EverSource Wealth Advisors’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History

EverSource Wealth Advisors’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
Q1 		– Sell
-31
Closed -$1.06K – 3010
2023
Q4 		$1.06K Buy
+31
New +$939 ﹤0.01% 2385
2023
Q2 		– Sell
-32
Closed -$1.65K – 2627
2023
Q1 		$1.65K Sell
32
-76
-70% -$5.06K ﹤0.01% 1994
2022
Q4 		$6.96K Buy
+108
New +$7.82K ﹤0.01% 1471

Other funds holding TCS

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $773M AUM 8.9% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 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 $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
SCP Investment Orinda, California $108M AUM 19.38% 1-Year Est. Return
JCP
JB Capital Partners Armonk, New York $646M AUM 39.9% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

EverSource Wealth Advisors's TCS Position: Q1 2024 in Review

EverSource Wealth Advisors sold out of THE CONTAINER STORE GROUP, INC. (TCS) in Q1 2024, closing a stake of 31 shares — an estimated $1.06K sold.

EverSource Wealth Advisors first reported a position in TCS in Q4 2022 and held it in 3 quarters. The position peaked at $6.96K in Q4 2022. 66 funds tracked by Wall St. Rank hold TCS as of Q1 2024.

  • EverSource Wealth Advisors reported no remaining THE CONTAINER STORE GROUP, INC. position as of Q1 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 31 THE CONTAINER STORE GROUP, INC. shares in Q1 2024, an estimated $1.06K.
  • EverSource Wealth Advisors first reported a position in THE CONTAINER STORE GROUP, INC. in Q4 2022 and held it in 3 quarters.
  • EverSource Wealth Advisors's THE CONTAINER STORE GROUP, INC. position peaked at $6.96K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held THE CONTAINER STORE GROUP, INC. as of Q1 2024.

Based on EverSource Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.