IHT Wealth Management’s THE CONTAINER STORE GROUP, INC. TCS Stock Holding History

IHT Wealth Management’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
2022 Q4	–	Sell	-2,990	Closed	-$220K	–	947
2022 Q3	$220K	Hold	2,990	–	–	0.02%	750
2022 Q2	$279K	Hold	2,990	–	–	0.02%	548
2022 Q1	$366K	Buy	2,990 +2,043	+216%	+$284K	0.03%	508
2021 Q4	$142K	Buy	947 +252	+36%	+$42.6K	0.01%	771
2021 Q3	$99K	Buy	+695	New	+$117K	0.01%	775

Other funds holding TCS

LGP

Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 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

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

IHT Wealth Management's TCS Position: Q4 2022 in Review

IHT Wealth Management sold out of THE CONTAINER STORE GROUP, INC. (TCS) in Q4 2022, closing a stake of 2,990 shares — an estimated $220K sold.

IHT Wealth Management first reported a position in TCS in Q3 2021 and held it in 5 quarters. The position peaked at $366K in Q1 2022. 138 funds tracked by Wall St. Rank hold TCS as of Q4 2022.

IHT Wealth Management reported no remaining THE CONTAINER STORE GROUP, INC. position as of Q4 2022 after selling out during the quarter.
IHT Wealth Management sold 2,990 THE CONTAINER STORE GROUP, INC. shares in Q4 2022, an estimated $220K.
IHT Wealth Management first reported a position in THE CONTAINER STORE GROUP, INC. in Q3 2021 and held it in 5 quarters.
IHT Wealth Management's THE CONTAINER STORE GROUP, INC. position peaked at $366K in Q1 2022.
138 funds tracked by Wall St. Rank held THE CONTAINER STORE GROUP, INC. as of Q4 2022.

Based on IHT Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.