Creative Planning
WLMS

Creative Planning’s Williams Industrial Services Group Inc. WLMS Stock Holding History

Creative Planning’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
Q2 		– Sell
-13,750
Closed -$48K – 2680
2021
Q1 		$48K Buy
+13,750
New +$47.6K ﹤0.01% 2358

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
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Creative Planning's WLMS Position: Q2 2021 in Review

Creative Planning sold out of Williams Industrial Services Group Inc. (WLMS) in Q2 2021, closing a stake of 13,750 shares — an estimated $48K sold.

Creative Planning first reported a position in WLMS in Q1 2021 and held it in 1 quarter. The position peaked at $48K in Q1 2021. 32 funds tracked by Wall St. Rank hold WLMS as of Q2 2021.

  • Creative Planning reported no remaining Williams Industrial Services Group Inc. position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 13,750 Williams Industrial Services Group Inc. shares in Q2 2021, an estimated $48K.
  • Creative Planning first reported a position in Williams Industrial Services Group Inc. in Q1 2021 and held it in 1 quarter.
  • Creative Planning's Williams Industrial Services Group Inc. position peaked at $48K in Q1 2021.
  • 32 funds tracked by Wall St. Rank held Williams Industrial Services Group Inc. as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.