WAM
BCPC

Wealthspire Advisors (Maryland)’s Balchem Corp BCPC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-336
Closed -$31K – 2172
2019
Q1 		$31K Buy
336
+174
+107% +$15K ﹤0.01% 1103
2018
Q4 		$13K Buy
162
+94
+138% +$8.49K ﹤0.01% 1384
2018
Q3 		$8K Buy
68
+24
+55% +$2.52K ﹤0.01% 1628
2018
Q2 		$4K Hold
44
– – ﹤0.01% 1924
2018
Q1 		$4K Sell
44
-5
-10% -$394 ﹤0.01% 1947
2017
Q4 		$4K Buy
49
+39
+390% +$3.25K ﹤0.01% 1936
2017
Q3 		$1K Sell
10
-1
-9% -$77 ﹤0.01% 2167
2017
Q2 		$1K Sell
11
-223
-95% -$17.8K ﹤0.01% 2137
2017
Q1 		$19K Sell
234
-6
-3% -$505 ﹤0.01% 1108
2016
Q4 		$20K Sell
240
-109
-31% -$8.6K ﹤0.01% 1025
2016
Q3 		$27K Buy
349
+27
+8% +$1.79K ﹤0.01% 975
2016
Q2 		$19K Buy
322
+86
+36% +$5.26K ﹤0.01% 1016
2016
Q1 		$15K Buy
236
+32
+16% +$1.92K ﹤0.01% 1084
2015
Q4 		$12K Buy
+204
New +$13.3K ﹤0.01% 1155

Other funds holding BCPC

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BCM
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Vanguard Group
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WA
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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