OIA
BCPC

OneDigital Investment Advisors’s Balchem Corp BCPC Stock Holding History

OneDigital Investment 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
Q3 		– Sell
-250
Closed -$25K – 1191
2019
Q2 		$25K Hold
250
– – ﹤0.01% 749
2019
Q1 		$23K Hold
250
– – ﹤0.01% 694
2018
Q4 		$20K Hold
250
– – ﹤0.01% 697
2018
Q3 		$28K Hold
250
– – 0.01% 562
2018
Q2 		$25K Hold
250
– – 0.01% 728
2018
Q1 		$20K Hold
250
– – ﹤0.01% 826
2017
Q4 		$20K Hold
250
– – ﹤0.01% 812
2017
Q3 		$20K Hold
250
– – 0.01% 646
2017
Q2 		$19K Buy
+250
New +$19.9K 0.01% 768

Other funds holding BCPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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 $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

OneDigital Investment Advisors's BCPC Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Balchem Corp (BCPC) in Q3 2019, closing a stake of 250 shares — an estimated $25K sold.

OneDigital Investment Advisors first reported a position in BCPC in Q2 2017 and held it in 9 quarters. The position peaked at $28K in Q3 2018. 228 funds tracked by Wall St. Rank hold BCPC as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Balchem Corp position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 250 Balchem Corp shares in Q3 2019, an estimated $25K.
  • OneDigital Investment Advisors first reported a position in Balchem Corp in Q2 2017 and held it in 9 quarters.
  • OneDigital Investment Advisors's Balchem Corp position peaked at $28K in Q3 2018.
  • 228 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.