Advisors Asset Management’s Alarm.com ALRM Stock Holding History

Advisors Asset Management’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
2022 Q3	–	Sell	-247	Closed	-$15K	–	1462
2022 Q2	$15K	Sell	247 -422	-63%	-$25.9K	﹤0.01%	1464
2022 Q1	$44K	Sell	669 -342	-34%	-$24.2K	﹤0.01%	1423
2021 Q4	$86K	Sell	1,011 -199	-16%	-$16.3K	﹤0.01%	1389
2021 Q3	$95K	Buy	1,210 +32	+3%	+$2.65K	﹤0.01%	1308
2021 Q2	$100K	Buy	1,178 +349	+42%	+$29.8K	﹤0.01%	1303
2021 Q1	$72K	Buy	829 +429	+107%	+$40.4K	﹤0.01%	1376
2020 Q4	$41K	Buy	400 +249	+165%	+$18.1K	﹤0.01%	1441
2020 Q3	$8K	Sell	151 -107	-41%	-$6.62K	﹤0.01%	1495
2020 Q2	$17K	Sell	258 -79	-23%	-$3.98K	﹤0.01%	1473
2020 Q1	$13K	Sell	337 -104	-24%	-$4.53K	﹤0.01%	1409
2019 Q4	$19K	Sell	441 -5	-1%	-$225	﹤0.01%	1463
2019 Q3	$21K	Buy	446 +141	+46%	+$6.91K	﹤0.01%	1473
2019 Q2	$16K	Buy	305 +177	+138%	+$10.9K	﹤0.01%	1478
2019 Q1	$8K	Buy	+128	New	+$7.76K	﹤0.01%	1758
2018 Q3	–	Sell	-1,326	Closed	-$54K	–	1579
2018 Q2	$54K	Sell	1,326 -112	-8%	-$4.65K	﹤0.01%	1411
2018 Q1	$52K	Sell	1,438 -69	-5%	-$2.6K	﹤0.01%	1402
2017 Q4	$57K	Sell	1,507 -7	-0.5%	-$302	﹤0.01%	1390
2017 Q3	$68K	Buy	1,514 +279	+23%	+$11.5K	﹤0.01%	1377
2017 Q2	$46K	Buy	+1,235	New	+$41.4K	﹤0.01%	1434

Other funds holding ALRM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return