AA
BCML icon

Aire Advisors’s BayCom BCML Stock Holding History

Aire Advisors’s Portfolio BCML Stock Details BCML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,336
Closed -$362K – 158
2023
Q4 		$362K Buy
15,336
+75
+0.5% +$1.57K 0.09% 102
2023
Q3 		$293K Buy
15,261
+89
+0.6% +$1.68K 0.08% 106
2023
Q2 		$253K Buy
15,172
+91
+0.6% +$1.5K 0.07% 116
2023
Q1 		$258K Buy
15,081
+39
+0.3% +$748 0.07% 113
2022
Q4 		$286K Buy
15,042
+42
+0.3% +$790 0.09% 106
2022
Q3 		$264K Sell
15,000
-14,451
-49% -$279K 0.09% 115
2022
Q2 		$609K Sell
29,451
-30,087
-51% -$663K 0.22% 68
2022
Q1 		$1.3M Buy
+59,538
New +$1.27M 0.46% 44

Other funds holding BCML

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aire Advisors's BCML Position: Q1 2024 in Review

Aire Advisors sold out of BayCom (BCML) in Q1 2024, closing a stake of 15,336 shares — an estimated $362K sold.

Aire Advisors first reported a position in BCML in Q1 2022 and held it in 8 quarters. The position peaked at $1.3M in Q1 2022. 74 funds tracked by Wall St. Rank hold BCML as of Q1 2024.

  • Aire Advisors reported no remaining BayCom position as of Q1 2024 after selling out during the quarter.
  • Aire Advisors sold 15,336 BayCom shares in Q1 2024, an estimated $362K.
  • Aire Advisors first reported a position in BayCom in Q1 2022 and held it in 8 quarters.
  • Aire Advisors's BayCom position peaked at $1.3M in Q1 2022.
  • 74 funds tracked by Wall St. Rank held BayCom as of Q1 2024.

Based on Aire Advisors's 13F filing for Q1 2024, filed 13 May 2024.