IPW
BCPC

IronBridge Private Wealth’s Balchem Corp BCPC Stock Holding History

IronBridge Private Wealth’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
Q1 		– Sell
-39
Closed -$7K – 308
2021
Q4 		$7K Hold
39
– – ﹤0.01% 218
2021
Q3 		$6K Hold
39
– – ﹤0.01% 201
2021
Q2 		$5K Hold
39
– – ﹤0.01% 219
2021
Q1 		$5K Hold
39
– – ﹤0.01% 219
2020
Q4 		$4K Buy
+39
New +$4.12K ﹤0.01% 217

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 $40.7B AUM 39.97% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

IronBridge Private Wealth's BCPC Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Balchem Corp (BCPC) in Q1 2022, closing a stake of 39 shares — an estimated $7K sold.

IronBridge Private Wealth first reported a position in BCPC in Q4 2020 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 299 funds tracked by Wall St. Rank hold BCPC as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Balchem Corp position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 39 Balchem Corp shares in Q1 2022, an estimated $7K.
  • IronBridge Private Wealth first reported a position in Balchem Corp in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's Balchem Corp position peaked at $7K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.