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

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return

Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SCP Investment Orinda, California $90.3M AUM 31.98% 1-Year Est. Return