RWM
BCPC

Raffa Wealth Management’s Balchem Corp BCPC Stock Holding History

Raffa Wealth Management’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
2024
Q3 		– Sell
-143
Closed -$22K – 1162
2024
Q2 		$22K Hold
143
– – 0.01% 303
2024
Q1 		$22.2K Buy
+143
New +$21.2K 0.01% 291
2015
Q2 		– Sell
-72
Closed -$3.99K – 835
2015
Q1 		$3.99K Hold
72
– – ﹤0.01% 214
2014
Q4 		$4.8K Hold
72
– – ﹤0.01% 207
2014
Q3 		$4.07K Hold
72
– – ﹤0.01% 216
2014
Q2 		$3.86K Hold
72
– – ﹤0.01% 194
2014
Q1 		$3.75K Hold
72
– – ﹤0.01% 194
2013
Q4 		$4.8K Buy
+72
New +$4.07K ﹤0.01% 207

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
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
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Raffa Wealth Management's BCPC Position: Q3 2024 in Review

Raffa Wealth Management sold out of Balchem Corp (BCPC) in Q3 2024, closing a stake of 143 shares — an estimated $22K sold.

Raffa Wealth Management first reported a position in BCPC in Q4 2013 and held it in 8 quarters. The position peaked at $22.2K in Q1 2024. 357 funds tracked by Wall St. Rank hold BCPC as of Q3 2024.

  • Raffa Wealth Management reported no remaining Balchem Corp position as of Q3 2024 after selling out during the quarter.
  • Raffa Wealth Management sold 143 Balchem Corp shares in Q3 2024, an estimated $22K.
  • Raffa Wealth Management first reported a position in Balchem Corp in Q4 2013 and held it in 8 quarters.
  • Raffa Wealth Management's Balchem Corp position peaked at $22.2K in Q1 2024.
  • 357 funds tracked by Wall St. Rank held Balchem Corp as of Q3 2024.

Based on Raffa Wealth Management's 13F filing for Q3 2024, filed 27 Jul 2026.