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Arkadios Wealth Advisors’s Alarm.com ALRM Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-8
Closed – – 618
2021
Q3 		$0 Sell
8
-2
-20% -$165 ﹤0.01% 1856
2021
Q2 		$0 Hold
10
– – ﹤0.01% 1938
2021
Q1 		$0 Hold
10
– – ﹤0.01% 1633
2020
Q4 		$1K Buy
+10
New +$726 ﹤0.01% 1301

Other funds holding ALRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
DGI
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

Arkadios Wealth Advisors's ALRM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Alarm.com (ALRM) in Q4 2021, closing a stake of 8 shares.

Arkadios Wealth Advisors first reported a position in ALRM in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 273 funds tracked by Wall St. Rank hold ALRM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Alarm.com position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 8 Alarm.com shares in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in Alarm.com in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Alarm.com position peaked at $1K in Q4 2020.
  • 273 funds tracked by Wall St. Rank held Alarm.com as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.