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Level Four Advisory Services’s Balchem Corp BCPC Stock Holding History

Level Four Advisory Services’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
2025
Q1 		– Sell
-6,104
Closed -$995K – 796
2024
Q4 		$995K Sell
6,104
-531
-8% -$92.1K 0.04% 348
2024
Q3 		$1.11M Buy
6,635
+534
+9% +$90.9K 0.05% 328
2024
Q2 		$939K Buy
+6,101
New +$919K 0.04% 346

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Level Four Advisory Services's BCPC Position: Q1 2025 in Review

Level Four Advisory Services sold out of Balchem Corp (BCPC) in Q1 2025, closing a stake of 6,104 shares — an estimated $995K sold.

Level Four Advisory Services first reported a position in BCPC in Q2 2024 and held it in 3 quarters. The position peaked at $1.11M in Q3 2024. 382 funds tracked by Wall St. Rank hold BCPC as of Q1 2025.

  • Level Four Advisory Services reported no remaining Balchem Corp position as of Q1 2025 after selling out during the quarter.
  • Level Four Advisory Services sold 6,104 Balchem Corp shares in Q1 2025, an estimated $995K.
  • Level Four Advisory Services first reported a position in Balchem Corp in Q2 2024 and held it in 3 quarters.
  • Level Four Advisory Services's Balchem Corp position peaked at $1.11M in Q3 2024.
  • 382 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2025.

Based on Level Four Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.