Carson Wealth (CWM LLC)
WLMS

Carson Wealth (CWM LLC)’s Williams Industrial Services Group Inc. WLMS Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q2 		– Sell
-474
Closed -$1K – 4190
2022
Q1 		$1K Hold
474
– – ﹤0.01% 3464
2021
Q4 		$1K Buy
+474
New +$1.84K ﹤0.01% 3438
2021
Q2 		$18K Hold
3,105
– – ﹤0.01% 1852
2021
Q1 		$18K Buy
+3,105
New +$10.8K ﹤0.01% 1851

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
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WLMS Position: Q2 2022 in Review

Carson Wealth (CWM LLC) sold out of Williams Industrial Services Group Inc. (WLMS) in Q2 2022, closing a stake of 474 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in WLMS in Q1 2021 and held it in 4 quarters. The position peaked at $18K in Q2 2021. 28 funds tracked by Wall St. Rank hold WLMS as of Q2 2022.

  • Carson Wealth (CWM LLC) reported no remaining Williams Industrial Services Group Inc. position as of Q2 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 474 Williams Industrial Services Group Inc. shares in Q2 2022, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Williams Industrial Services Group Inc. in Q1 2021 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Williams Industrial Services Group Inc. position peaked at $18K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Williams Industrial Services Group Inc. as of Q2 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2022, filed 28 Jul 2022.