AWA
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Authentikos Wealth Advisory’s Alarm.com ALRM Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-20
Closed -$1.22K – 78
2023
Q3 		$1.22K Buy
+20
New +$1.13K ﹤0.01% 501

Other funds holding ALRM

BlackRock
BlackRock New York $5.72T 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
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Authentikos Wealth Advisory's ALRM Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Alarm.com (ALRM) in Q4 2023, closing a stake of 20 shares — an estimated $1.22K sold.

Authentikos Wealth Advisory first reported a position in ALRM in Q3 2023 and held it in 1 quarter. The position peaked at $1.22K in Q3 2023. 286 funds tracked by Wall St. Rank hold ALRM as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Alarm.com position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 20 Alarm.com shares in Q4 2023, an estimated $1.22K.
  • Authentikos Wealth Advisory first reported a position in Alarm.com in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Alarm.com position peaked at $1.22K in Q3 2023.
  • 286 funds tracked by Wall St. Rank held Alarm.com as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.