RPWA
TCS

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

Regent Peak 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
2021
Q1 		– Sell
-3
Closed – – 1055
2020
Q4 		$0 Buy
+3
New +$438 ﹤0.01% 1141

Other funds holding TCS

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $636M AUM 39.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regent Peak Wealth Advisors's TCS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of THE CONTAINER STORE GROUP, INC. (TCS) in Q1 2021, closing a stake of 3 shares.

Regent Peak Wealth Advisors first reported a position in TCS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 135 funds tracked by Wall St. Rank hold TCS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining THE CONTAINER STORE GROUP, INC. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3 THE CONTAINER STORE GROUP, INC. shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in THE CONTAINER STORE GROUP, INC. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's THE CONTAINER STORE GROUP, INC. position peaked at $0 in Q4 2020.
  • 135 funds tracked by Wall St. Rank held THE CONTAINER STORE GROUP, INC. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.