FinTrust Capital Advisors’s Balchem Corp BCPC Stock Holding History

FinTrust Capital 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
2023 Q4	–	Sell	-21	Closed	-$2.6K	–	1351
2023 Q3	$2.6K	Buy	+21	New	+$2.79K	﹤0.01%	982
2020 Q4	–	Sell	-94	Closed	-$9	–	1164
2020 Q3	$9	Buy	94 +77	+453%	+$7.55K	﹤0.01%	850
2020 Q2	$2K	Hold	17	–	–	﹤0.01%	969
2020 Q1	$2K	Hold	17	–	–	﹤0.01%	1038
2019 Q4	$2K	Hold	17	–	–	﹤0.01%	1020
2019 Q3	$2K	Sell	17 -1	-6%	-$95	﹤0.01%	1005
2019 Q2	$2K	Hold	18	–	–	﹤0.01%	977
2019 Q1	$2K	Hold	18	–	–	﹤0.01%	1139
2018 Q4	$1K	Buy	+18	New	+$1.63K	﹤0.01%	1255

Other funds holding BCPC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return