JWA
WLMS

JFS Wealth Advisors’s Williams Industrial Services Group Inc. WLMS Stock Holding History

JFS Wealth 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
2023
Q3 		– Sell
-11
Closed -$5 – 2027
2023
Q2 		$5 Hold
11
– – ﹤0.01% 1973
2023
Q1 		$12 Hold
11
– – ﹤0.01% 1949
2022
Q4 		$11 Hold
11
– – ﹤0.01% 1942
2022
Q3 		$0 Hold
11
– – ﹤0.01% 1979
2022
Q2 		$0 Hold
11
– – ﹤0.01% 1992
2022
Q1 		$0 Hold
11
– – ﹤0.01% 2013
2021
Q4 		$0 Hold
11
– – ﹤0.01% 1936
2021
Q3 		$0 Hold
11
– – ﹤0.01% 852
2021
Q2 		$0 Hold
11
– – ﹤0.01% 649
2021
Q1 		$0 Buy
+11
New +$38 ﹤0.01% 640

Other funds holding WLMS

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

JFS Wealth Advisors's WLMS Position: Q3 2023 in Review

JFS Wealth Advisors sold out of Williams Industrial Services Group Inc. (WLMS) in Q3 2023, closing a stake of 11 shares — an estimated $5 sold.

JFS Wealth Advisors first reported a position in WLMS in Q1 2021 and held it in 10 quarters. The position peaked at $12 in Q1 2023. 1 fund tracked by Wall St. Rank holds WLMS as of Q3 2023.

  • JFS Wealth Advisors reported no remaining Williams Industrial Services Group Inc. position as of Q3 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 11 Williams Industrial Services Group Inc. shares in Q3 2023, an estimated $5.
  • JFS Wealth Advisors first reported a position in Williams Industrial Services Group Inc. in Q1 2021 and held it in 10 quarters.
  • JFS Wealth Advisors's Williams Industrial Services Group Inc. position peaked at $12 in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Williams Industrial Services Group Inc. as of Q3 2023.

Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.