BIA
BCPC

Bell Investment Advisors’s Balchem Corp BCPC Stock Holding History

Bell Investment Advisors’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
2026
Q1 		$509 Buy
+3
New +$509 ﹤0.01% 1741
2023
Q4 		– Sell
-3
Closed -$373 – 2017
2023
Q3 		$373 Sell
3
-5
-63% -$665 ﹤0.01% 1873
2023
Q2 		$1.08K Buy
8
+4
+100% +$514 ﹤0.01% 1574
2023
Q1 		$506 Sell
4
-36
-90% -$4.66K ﹤0.01% 1823
2022
Q4 		$4.88K Buy
40
+4
+11% +$528 ﹤0.01% 821
2022
Q3 		$4K Hold
36
– – ﹤0.01% 853
2022
Q2 		$5K Buy
+36
New +$4.51K ﹤0.01% 753
2021
Q4 		$1K Hold
4
– – ﹤0.01% 1679
2021
Q3 		$1K Buy
+4
New +$541 ﹤0.01% 1630

Other funds holding BCPC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return