FWM
BCPC

Focused Wealth Management’s Balchem Corp BCPC Stock Holding History

Focused Wealth 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
2024
Q1 		– Sell
-637
Closed -$94.8K – 1028
2023
Q4 		$94.8K Hold
637
– – 0.02% 204
2023
Q3 		$79K Hold
637
– – 0.01% 231
2023
Q2 		$85.9K Hold
637
– – 0.02% 225
2023
Q1 		$80.6K Hold
637
– – 0.02% 228
2022
Q4 		$77.8K Buy
637
+621
+3,881% +$82K 0.02% 241
2022
Q3 		$2K Hold
16
– – ﹤0.01% 791
2022
Q2 		$2K Buy
+16
New +$2K ﹤0.01% 772

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APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
WA
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State Street
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CCA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return