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Atlas Private Wealth Advisors’s Alarm.com ALRM Stock Holding History

Atlas Private 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
-300
Closed -$23K – 169
2021
Q3 		$23K Hold
300
– – 0.01% 328
2021
Q2 		$25K Hold
300
– – 0.01% 322
2021
Q1 		$26K Hold
300
– – 0.01% 322
2020
Q4 		$31K Hold
300
– – 0.02% 278
2020
Q3 		$17K Hold
300
– – 0.01% 328
2020
Q2 		$19K Buy
+300
New +$15.1K 0.02% 319

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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 $33.3B AUM 44.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Atlas Private Wealth Advisors's ALRM Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Alarm.com (ALRM) in Q4 2021, closing a stake of 300 shares — an estimated $23K sold.

Atlas Private Wealth Advisors first reported a position in ALRM in Q2 2020 and held it in 6 quarters. The position peaked at $31K in Q4 2020. 273 funds tracked by Wall St. Rank hold ALRM as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Alarm.com position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 300 Alarm.com shares in Q4 2021, an estimated $23K.
  • Atlas Private Wealth Advisors first reported a position in Alarm.com in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Alarm.com position peaked at $31K in Q4 2020.
  • 273 funds tracked by Wall St. Rank held Alarm.com as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.