IFS
BCPC

Intelligent Financial Strategies’s Balchem Corp BCPC Stock Holding History

Intelligent Financial Strategies’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
-150
Closed -$18.6K – 90
2023
Q3 		$18.6K Hold
150
– – 0.01% 83
2023
Q2 		$20.2K Hold
150
– – 0.01% 83
2023
Q1 		$19K Hold
150
– – 0.01% 85
2022
Q4 		$18.4K Hold
150
– – 0.02% 87
2022
Q3 		$18K Hold
150
– – 0.02% 84
2022
Q2 		$19K Hold
150
– – 0.02% 88
2022
Q1 		$21K Hold
150
– – 0.02% 95
2021
Q4 		$25K Buy
+150
New +$24.1K 0.02% 93

Other funds holding BCPC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
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