VFA
BCPC

Valeo Financial Advisors’s Balchem Corp BCPC Stock Holding History

Valeo 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
2020
Q3 		– Sell
-11
Closed -$1K – 2221
2020
Q2 		$1K Sell
11
-1
-8% -$94 ﹤0.01% 1989
2020
Q1 		$1K Hold
12
– – ﹤0.01% 1744
2019
Q4 		$1K Hold
12
– – ﹤0.01% 1587
2019
Q3 		$1K Hold
12
– – ﹤0.01% 1509
2019
Q2 		$1K Hold
12
– – ﹤0.01% 1508
2019
Q1 		$1K Hold
12
– – ﹤0.01% 1502
2018
Q4 		$1K Hold
12
– – ﹤0.01% 1429
2018
Q3 		$1K Hold
12
– – ﹤0.01% 1705
2018
Q2 		$1K Hold
12
– – ﹤0.01% 1533
2018
Q1 		$1K Hold
12
– – ﹤0.01% 1483
2017
Q4 		$1K Hold
12
– – ﹤0.01% 1333
2017
Q3 		$1K Buy
+12
New +$922 ﹤0.01% 1140

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BCM
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FAM
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State Street
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CCA
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WA
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Fidelity Investments
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
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