CAPTRUST Financial Advisors
WLMS

CAPTRUST Financial Advisors’s Williams Industrial Services Group Inc. WLMS Stock Holding History

CAPTRUST Financial Advisors’s Portfolio WLMS Stock Details WLMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4,050
Closed -$17K – 4995
2021
Q3 		$17K Hold
4,050
– – ﹤0.01% 3290
2021
Q2 		$24K Buy
+4,050
New +$20.3K ﹤0.01% 2988

Other funds holding WLMS

WC
Wynnefield Capital New York $148M AUM 32.71% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAPTRUST Financial Advisors's WLMS Position: Q4 2021 in Review

CAPTRUST Financial Advisors sold out of Williams Industrial Services Group Inc. (WLMS) in Q4 2021, closing a stake of 4,050 shares — an estimated $17K sold.

CAPTRUST Financial Advisors first reported a position in WLMS in Q2 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 28 funds tracked by Wall St. Rank hold WLMS as of Q4 2021.

  • CAPTRUST Financial Advisors reported no remaining Williams Industrial Services Group Inc. position as of Q4 2021 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,050 Williams Industrial Services Group Inc. shares in Q4 2021, an estimated $17K.
  • CAPTRUST Financial Advisors first reported a position in Williams Industrial Services Group Inc. in Q2 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Williams Industrial Services Group Inc. position peaked at $24K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Williams Industrial Services Group Inc. as of Q4 2021.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.