Aspire Private Capital’s BayCom BCML Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-20	Closed	-$474	–	208
2024 Q3	$474	Hold	20	–	–	﹤0.01%	620
2024 Q2	$407	Hold	20	–	–	﹤0.01%	638
2024 Q1	$412	Hold	20	–	–	﹤0.01%	668
2023 Q4	$471	Hold	20	–	–	﹤0.01%	645
2023 Q3	$384	Hold	20	–	–	﹤0.01%	649
2023 Q2	$334	Hold	20	–	–	﹤0.01%	624
2023 Q1	$342	Hold	20	–	–	﹤0.01%	612
2022 Q4	$380	Hold	20	–	–	﹤0.01%	605
2022 Q3	$0	Hold	20	–	–	﹤0.01%	612
2022 Q2	$0	Hold	20	–	–	﹤0.01%	607
2022 Q1	$0	Hold	20	–	–	﹤0.01%	606
2021 Q4	$0	Hold	20	–	–	﹤0.01%	637
2021 Q3	$0	Hold	20	–	–	﹤0.01%	596
2021 Q2	$0	Hold	20	–	–	﹤0.01%	582
2021 Q1	$0	Hold	20	–	–	﹤0.01%	537
2020 Q4	$0	Hold	20	–	–	﹤0.01%	462
2020 Q3	$0	Buy	+20	New	+$229	﹤0.01%	463

Other funds holding BCML

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Aspire Private Capital's BCML Position: Q4 2024 in Review

Aspire Private Capital sold out of BayCom (BCML) in Q4 2024, closing a stake of 20 shares — an estimated $474 sold.

Aspire Private Capital first reported a position in BCML in Q3 2020 and held it in 17 quarters. The position peaked at $474 in Q3 2024. 84 funds tracked by Wall St. Rank hold BCML as of Q4 2024.

Aspire Private Capital reported no remaining BayCom position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 20 BayCom shares in Q4 2024, an estimated $474.
Aspire Private Capital first reported a position in BayCom in Q3 2020 and held it in 17 quarters.
Aspire Private Capital's BayCom position peaked at $474 in Q3 2024.
84 funds tracked by Wall St. Rank held BayCom as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.