Glassman Wealth Services’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History

Glassman Wealth Services’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 Q3	–	Sell	-16	Closed	-$766	–	2075
2023 Q2	$766	Buy	+16	New	+$712	﹤0.01%	1520
2021 Q1	–	Sell	-600	Closed	-$86K	–	1677
2020 Q4	$86K	Hold	600	–	–	0.02%	252
2020 Q3	$56K	Sell	600 -33	-5%	-$2.12K	0.02%	279
2020 Q2	$31K	Buy	633 +600	+1,818%	+$23.2K	0.01%	319
2020 Q1	$1K	Hold	33	–	–	﹤0.01%	1033
2019 Q4	$2K	Hold	33	–	–	﹤0.01%	806
2019 Q3	$2K	Hold	33	–	–	﹤0.01%	750
2019 Q2	$4K	Buy	+33	New	+$3.99K	﹤0.01%	614

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Glassman Wealth Services's TCS Position: Q3 2023 in Review

Glassman Wealth Services sold out of THE CONTAINER STORE GROUP, INC. (TCS) in Q3 2023, closing a stake of 16 shares — an estimated $766 sold.

Glassman Wealth Services first reported a position in TCS in Q2 2019 and held it in 8 quarters. The position peaked at $86K in Q4 2020. 75 funds tracked by Wall St. Rank hold TCS as of Q3 2023.

Glassman Wealth Services reported no remaining THE CONTAINER STORE GROUP, INC. position as of Q3 2023 after selling out during the quarter.
Glassman Wealth Services sold 16 THE CONTAINER STORE GROUP, INC. shares in Q3 2023, an estimated $766.
Glassman Wealth Services first reported a position in THE CONTAINER STORE GROUP, INC. in Q2 2019 and held it in 8 quarters.
Glassman Wealth Services's THE CONTAINER STORE GROUP, INC. position peaked at $86K in Q4 2020.
75 funds tracked by Wall St. Rank held THE CONTAINER STORE GROUP, INC. as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.