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JOYN Advisors’s Balchem Corp BCPC Stock Holding History

JOYN 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
2019
Q1 		– Sell
-68
Closed -$5K – 1484
2018
Q4 		$5K Buy
68
+6
+10% +$542 ﹤0.01% 1271
2018
Q3 		$7K Sell
62
-3
-5% -$315 ﹤0.01% 1100
2018
Q2 		$6K Buy
65
+16
+33% +$1.49K ﹤0.01% 1095
2018
Q1 		$4K Buy
+49
New +$3.86K ﹤0.01% 931

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 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
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JOYN Advisors's BCPC Position: Q1 2019 in Review

JOYN Advisors sold out of Balchem Corp (BCPC) in Q1 2019, closing a stake of 68 shares — an estimated $5K sold.

JOYN Advisors first reported a position in BCPC in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q3 2018. 243 funds tracked by Wall St. Rank hold BCPC as of Q1 2019.

  • JOYN Advisors reported no remaining Balchem Corp position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 68 Balchem Corp shares in Q1 2019, an estimated $5K.
  • JOYN Advisors first reported a position in Balchem Corp in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Balchem Corp position peaked at $7K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.