LFA
BCPC

Legacy Financial Advisors’s Balchem Corp BCPC Stock Holding History

Legacy Financial 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
Q2 		– Sell
-109
Closed -$10K – 940
2019
Q1 		$10K Buy
+109
New +$9.4K ﹤0.01% 619

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 $3.37T 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
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

Legacy Financial Advisors's BCPC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Balchem Corp (BCPC) in Q2 2019, closing a stake of 109 shares — an estimated $10K sold.

Legacy Financial Advisors first reported a position in BCPC in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 237 funds tracked by Wall St. Rank hold BCPC as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Balchem Corp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 109 Balchem Corp shares in Q2 2019, an estimated $10K.
  • Legacy Financial Advisors first reported a position in Balchem Corp in Q1 2019 and held it in 1 quarter.
  • Legacy Financial Advisors's Balchem Corp position peaked at $10K in Q1 2019.
  • 237 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.