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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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return