IAG
WLMS

Investmark Advisory Group’s Williams Industrial Services Group Inc. WLMS Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-3,297
Closed -$9K – 384
2021
Q4 		$9K Buy
+3,297
New +$12.8K 0.01% 302

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Investmark Advisory Group's WLMS Position: Q1 2022 in Review

Investmark Advisory Group sold out of Williams Industrial Services Group Inc. (WLMS) in Q1 2022, closing a stake of 3,297 shares — an estimated $9K sold.

Investmark Advisory Group first reported a position in WLMS in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 27 funds tracked by Wall St. Rank hold WLMS as of Q1 2022.

  • Investmark Advisory Group reported no remaining Williams Industrial Services Group Inc. position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 3,297 Williams Industrial Services Group Inc. shares in Q1 2022, an estimated $9K.
  • Investmark Advisory Group first reported a position in Williams Industrial Services Group Inc. in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Williams Industrial Services Group Inc. position peaked at $9K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Williams Industrial Services Group Inc. as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.