Advisornet Financial’s Balchem Corp BCPC Stock Holding History

Advisornet Financial’s Portfolio BCPC Stock Details BCPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-19	Closed	-$2.94K	–	2206
2024 Q1	$2.94K	Buy	19 +14	+280%	+$2.08K	﹤0.01%	1536
2023 Q4	$744	Sell	5 -2	-29%	-$256	﹤0.01%	1981
2023 Q3	$868	Buy	7 +1	+17%	+$133	﹤0.01%	1827
2023 Q2	$809	Buy	6 +4	+200%	+$514	﹤0.01%	1932
2023 Q1	$253	Sell	2 -4	-67%	-$517	﹤0.01%	2207
2022 Q4	$733	Buy	+6	New	+$792	﹤0.01%	1923
2021 Q3	–	Sell	-404	Closed	-$53K	–	2033
2021 Q2	$53K	Hold	404	–	–	﹤0.01%	970
2021 Q1	$51K	Hold	404	–	–	﹤0.01%	935
2020 Q4	$47K	Hold	404	–	–	﹤0.01%	889
2020 Q3	$39K	Hold	404	–	–	﹤0.01%	923
2020 Q2	$38K	Hold	404	–	–	﹤0.01%	928
2020 Q1	$40K	Hold	404	–	–	﹤0.01%	876
2019 Q4	$41K	Hold	404	–	–	﹤0.01%	962
2019 Q3	$40K	Hold	404	–	–	﹤0.01%	982
2019 Q2	$40K	Hold	404	–	–	﹤0.01%	874
2019 Q1	$37K	Hold	404	–	–	﹤0.01%	821
2018 Q4	$32K	Sell	404 -42	-9%	-$3.79K	﹤0.01%	801
2018 Q3	$50K	Sell	446 -8	-2%	-$841	0.01%	720
2018 Q2	$45K	Sell	454 -304	-40%	-$28.3K	0.01%	738
2018 Q1	$62K	Hold	758	–	–	0.01%	651
2017 Q4	$61K	Buy	+758	New	+$63.1K	0.01%	600

Other funds holding BCPC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

APG Asset Management

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return