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

IFP 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
2021 Q3	–	Sell	-8	Closed	-$2K	–	3483
2021 Q2	$2K	Sell	8 -60	-88%	-$12.5K	﹤0.01%	2802
2021 Q1	$17K	Buy	+68	New	+$15.2K	﹤0.01%	1916
2020 Q1	–	Sell	-200	Closed	-$11.1K	–	3037
2019 Q4	$12K	Hold	200	–	–	﹤0.01%	1859
2019 Q3	$12K	Buy	+200	New	+$16.2K	﹤0.01%	2005
2016 Q3	–	Sell	-15	Closed	-$1K	–	4071
2016 Q2	$1K	Buy	+15	New	+$1.28K	﹤0.01%	3708
2016 Q1	–	Sell	-15	Closed	-$2K	–	3532
2015 Q4	$2K	Buy	+15	New	+$2.42K	﹤0.01%	3382

Other funds holding TCS

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

Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return

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

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

Dimensional Fund Advisors

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

Lord, Abbett & Co

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return