IFAM
WLMS

Institutional & Family Asset Management’s Williams Industrial Services Group Inc. WLMS Stock Holding History

Institutional & Family Asset Management’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
Q3 		– Sell
-6,419
Closed -$37K – 997
2021
Q2 		$37K Buy
+6,419
New +$32.2K 0.01% 390

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
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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Institutional & Family Asset Management's WLMS Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Williams Industrial Services Group Inc. (WLMS) in Q3 2021, closing a stake of 6,419 shares — an estimated $37K sold.

Institutional & Family Asset Management first reported a position in WLMS in Q2 2021 and held it in 1 quarter. The position peaked at $37K in Q2 2021. 34 funds tracked by Wall St. Rank hold WLMS as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining Williams Industrial Services Group Inc. position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 6,419 Williams Industrial Services Group Inc. shares in Q3 2021, an estimated $37K.
  • Institutional & Family Asset Management first reported a position in Williams Industrial Services Group Inc. in Q2 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Williams Industrial Services Group Inc. position peaked at $37K in Q2 2021.
  • 34 funds tracked by Wall St. Rank held Williams Industrial Services Group Inc. as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.