EWP
BCPC

Elevation Wealth Partners’s Balchem Corp BCPC Stock Holding History

Elevation Wealth Partners’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
2024
Q4 		– Sell
-19
Closed -$3.34K – 530
2024
Q3 		$3.34K Sell
19
-649
-97% -$111K ﹤0.01% 408
2024
Q2 		$103K Hold
668
– – 0.05% 158
2024
Q1 		$104K Hold
668
– – 0.05% 158
2023
Q4 		$82.9K Hold
668
– – 0.05% 169
2023
Q3 		$82.9K Hold
668
– – 0.07% 110
2023
Q2 		$90.1K Hold
668
– – 0.08% 108
2023
Q1 		$84.5K Buy
+668
New +$86.4K 0.08% 114

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Elevation Wealth Partners's BCPC Position: Q4 2024 in Review

Elevation Wealth Partners sold out of Balchem Corp (BCPC) in Q4 2024, closing a stake of 19 shares — an estimated $3.34K sold.

Elevation Wealth Partners first reported a position in BCPC in Q1 2023 and held it in 7 quarters. The position peaked at $104K in Q1 2024. 359 funds tracked by Wall St. Rank hold BCPC as of Q4 2024.

  • Elevation Wealth Partners reported no remaining Balchem Corp position as of Q4 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 19 Balchem Corp shares in Q4 2024, an estimated $3.34K.
  • Elevation Wealth Partners first reported a position in Balchem Corp in Q1 2023 and held it in 7 quarters.
  • Elevation Wealth Partners's Balchem Corp position peaked at $104K in Q1 2024.
  • 359 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2024.

Based on Elevation Wealth Partners's 13F filing for Q4 2024, filed 29 Jan 2025.