Advisornet Financial’s Alarm.com ALRM Stock Holding History

Advisornet Financial’s Portfolio ALRM Stock Details ALRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7	Closed	-$452	–	2056
2023 Q4	$452	Sell	7 -1	-13%	-$57	﹤0.01%	2129
2023 Q3	$489	Buy	8 +3	+60%	+$170	﹤0.01%	1985
2023 Q2	$258	Sell	5 -2	-29%	-$98	﹤0.01%	2177
2023 Q1	$352	Hold	7	–	–	﹤0.01%	2146
2022 Q4	$346	Buy	+7	New	+$386	﹤0.01%	2101
2021 Q4	–	Sell	-50	Closed	-$4K	–	2006
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	1650
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	1591
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	1532
2020 Q4	$5K	Buy	+50	New	+$3.63K	﹤0.01%	1433
2020 Q3	–	Sell	-100	Closed	-$6K	–	1713
2020 Q2	$6K	Buy	+100	New	+$5.03K	﹤0.01%	1407
2019 Q4	–	Sell	-200	Closed	-$9K	–	1832
2019 Q3	$9K	Buy	+200	New	+$9.8K	﹤0.01%	1393

Other funds holding ALRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisornet Financial's ALRM Position: Q1 2024 in Review

Advisornet Financial sold out of Alarm.com (ALRM) in Q1 2024, closing a stake of 7 shares — an estimated $452 sold.

Advisornet Financial first reported a position in ALRM in Q3 2019 and held it in 11 quarters. The position peaked at $9K in Q3 2019. 302 funds tracked by Wall St. Rank hold ALRM as of Q1 2024.

Advisornet Financial reported no remaining Alarm.com position as of Q1 2024 after selling out during the quarter.
Advisornet Financial sold 7 Alarm.com shares in Q1 2024, an estimated $452.
Advisornet Financial first reported a position in Alarm.com in Q3 2019 and held it in 11 quarters.
Advisornet Financial's Alarm.com position peaked at $9K in Q3 2019.
302 funds tracked by Wall St. Rank held Alarm.com as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.