Evoke Wealth’s Balchem Corp BCPC Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-98	Closed	-$10K	–	1373
2019 Q4	$10K	Hold	98	–	–	﹤0.01%	745
2019 Q3	$9.72K	Buy	+98	New	+$9.34K	﹤0.01%	827

Other funds holding BCPC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Evoke Wealth's BCPC Position: Q1 2020 in Review

Evoke Wealth sold out of Balchem Corp (BCPC) in Q1 2020, closing a stake of 98 shares — an estimated $10K sold.

Evoke Wealth first reported a position in BCPC in Q3 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 233 funds tracked by Wall St. Rank hold BCPC as of Q1 2020.

Evoke Wealth reported no remaining Balchem Corp position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 98 Balchem Corp shares in Q1 2020, an estimated $10K.
Evoke Wealth first reported a position in Balchem Corp in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Balchem Corp position peaked at $10K in Q4 2019.
233 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.