AWM
BCPC

Avior Wealth Management’s Balchem Corp BCPC Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-56
Closed -$9.13K – 2444
2024
Q4 		$9.13K Sell
56
-68
-55% -$11.8K ﹤0.01% 1651
2024
Q3 		$21.8K Hold
124
– – ﹤0.01% 1356
2024
Q2 		$19.1K Sell
124
-45
-27% -$6.78K ﹤0.01% 1359
2024
Q1 		$26.2K Buy
+169
New +$25.1K ﹤0.01% 1490

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Avior Wealth Management's BCPC Position: Q1 2025 in Review

Avior Wealth Management sold out of Balchem Corp (BCPC) in Q1 2025, closing a stake of 56 shares — an estimated $9.13K sold.

Avior Wealth Management first reported a position in BCPC in Q1 2024 and held it in 4 quarters. The position peaked at $26.2K in Q1 2024. 382 funds tracked by Wall St. Rank hold BCPC as of Q1 2025.

  • Avior Wealth Management reported no remaining Balchem Corp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 56 Balchem Corp shares in Q1 2025, an estimated $9.13K.
  • Avior Wealth Management first reported a position in Balchem Corp in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Balchem Corp position peaked at $26.2K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.