JWA
BCPC

JFS Wealth Advisors’s Balchem Corp BCPC Stock Holding History

JFS Wealth 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
2026
Q2 		$4.39K Buy
26
+6
+30% +$997 ﹤0.01% 1328
2026
Q1 		$3.39K Sell
20
-10
-33% -$1.7K ﹤0.01% 1330
2025
Q4 		$4.61K Buy
30
+7
+30% +$1.07K ﹤0.01% 1269
2025
Q3 		$3.45K Hold
23
– – ﹤0.01% 1261
2025
Q2 		$3.66K Hold
23
– – ﹤0.01% 1196
2025
Q1 		$3.82K Hold
23
– – ﹤0.01% 1232
2024
Q4 		$3.75K Hold
23
– – ﹤0.01% 1230
2024
Q3 		$4.05K Buy
23
+1
+5% +$170 ﹤0.01% 1195
2024
Q2 		$3.39K Hold
22
– – ﹤0.01% 1221
2024
Q1 		$3.41K Hold
22
– – ﹤0.01% 1245
2023
Q4 		$3.27K Hold
22
– – ﹤0.01% 1225
2023
Q3 		$2.73K Hold
22
– – ﹤0.01% 1239
2023
Q2 		$2.97K Sell
22
-37
-63% -$4.76K ﹤0.01% 1234
2023
Q1 		$7.46K Sell
59
-1
-2% -$129 ﹤0.01% 828
2022
Q4 		$7.33K Hold
60
– – ﹤0.01% 828
2022
Q3 		$7K Sell
60
-3
-5% -$391 ﹤0.01% 886
2022
Q2 		$8K Buy
63
+15
+31% +$1.88K ﹤0.01% 851
2022
Q1 		$7K Buy
48
+4
+9% +$573 ﹤0.01% 942
2021
Q4 		$7K Buy
44
+7
+19% +$1.12K ﹤0.01% 750
2021
Q3 		$5K Hold
37
– – ﹤0.01% 722
2021
Q2 		$5K Hold
37
– – ﹤0.01% 502
2021
Q1 		$5K Buy
+37
New +$4.5K ﹤0.01% 472

Other funds holding BCPC

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $965M AUM 10.64% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return