LWANC
WLMS

Laurel Wealth Advisors (North Carolina)’s Williams Industrial Services Group Inc. WLMS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-568
Closed -$1K – 626
2022
Q2 		$1K Hold
568
– – ﹤0.01% 622
2022
Q1 		$1K Hold
568
– – ﹤0.01% 655
2021
Q4 		$2K Hold
568
– – ﹤0.01% 612
2021
Q3 		$2K Hold
568
– – ﹤0.01% 618
2021
Q2 		$3K Buy
+568
New +$2.85K ﹤0.01% 649

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WLMS Position: Q3 2022 in Review

Laurel Wealth Advisors (North Carolina) sold out of Williams Industrial Services Group Inc. (WLMS) in Q3 2022, closing a stake of 568 shares — an estimated $1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WLMS in Q2 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2021. 30 funds tracked by Wall St. Rank hold WLMS as of Q3 2022.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Williams Industrial Services Group Inc. position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 568 Williams Industrial Services Group Inc. shares in Q3 2022, an estimated $1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Williams Industrial Services Group Inc. in Q2 2021 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Williams Industrial Services Group Inc. position peaked at $3K in Q2 2021.
  • 30 funds tracked by Wall St. Rank held Williams Industrial Services Group Inc. as of Q3 2022.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 15 Nov 2022.