LWA
BCPC

Lenox Wealth Advisors’s Balchem Corp BCPC Stock Holding History

Lenox 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
2021
Q2 		– Sell
-11
Closed -$1K – 812
2021
Q1 		$1K Buy
+11
New +$1.34K ﹤0.01% 661

Other funds holding BCPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Lenox Wealth Advisors's BCPC Position: Q2 2021 in Review

Lenox Wealth Advisors sold out of Balchem Corp (BCPC) in Q2 2021, closing a stake of 11 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in BCPC in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 257 funds tracked by Wall St. Rank hold BCPC as of Q2 2021.

  • Lenox Wealth Advisors reported no remaining Balchem Corp position as of Q2 2021 after selling out during the quarter.
  • Lenox Wealth Advisors sold 11 Balchem Corp shares in Q2 2021, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Balchem Corp in Q1 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's Balchem Corp position peaked at $1K in Q1 2021.
  • 257 funds tracked by Wall St. Rank held Balchem Corp as of Q2 2021.

Based on Lenox Wealth Advisors's 13F filing for Q2 2021, filed 8 Jul 2021.