AF
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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 – 2007
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 – 1714
2020
Q2 		$6K Buy
+100
New +$5.03K ﹤0.01% 1407
2019
Q4 		– Sell
-200
Closed -$9K – 1833
2019
Q3 		$9K Buy
+200
New +$9.8K ﹤0.01% 1393

Other funds holding ALRM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return