FAIM
BCPC

Financial Advocates Investment Management’s Balchem Corp BCPC Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-1,057
Closed -$214K – 889
2022
Q3 		$214K Buy
+1,057
New +$138K 0.02% 661

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 $31.6B AUM 19.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Financial Advocates Investment Management's BCPC Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Balchem Corp (BCPC) in Q4 2022, closing a stake of 1,057 shares — an estimated $214K sold.

Financial Advocates Investment Management first reported a position in BCPC in Q3 2022 and held it in 1 quarter. The position peaked at $214K in Q3 2022. 292 funds tracked by Wall St. Rank hold BCPC as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Balchem Corp position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,057 Balchem Corp shares in Q4 2022, an estimated $214K.
  • Financial Advocates Investment Management first reported a position in Balchem Corp in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Balchem Corp position peaked at $214K in Q3 2022.
  • 292 funds tracked by Wall St. Rank held Balchem Corp as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.