PWMAI
BCPC

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Balchem Corp BCPC Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-16
Closed -$2.02K – 335
2023
Q1 		$2.02K Buy
+16
New +$2.07K ﹤0.01% 279

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s BCPC Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Balchem Corp (BCPC) in Q2 2023, closing a stake of 16 shares — an estimated $2.02K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in BCPC in Q1 2023 and held it in 1 quarter. The position peaked at $2.02K in Q1 2023. 281 funds tracked by Wall St. Rank hold BCPC as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Balchem Corp position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 16 Balchem Corp shares in Q2 2023, an estimated $2.02K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Balchem Corp in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Balchem Corp position peaked at $2.02K in Q1 2023.
  • 281 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.