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Avantax Planning Partners’s Alarm.com ALRM Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-74
Closed -$4K – 314
2018
Q3 		$4K Buy
+74
New +$3.72K ﹤0.01% 1141

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BCM
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Avantax Planning Partners's ALRM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Alarm.com (ALRM) in Q4 2018, closing a stake of 74 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in ALRM in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 237 funds tracked by Wall St. Rank hold ALRM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Alarm.com position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 74 Alarm.com shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Alarm.com in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Alarm.com position peaked at $4K in Q3 2018.
  • 237 funds tracked by Wall St. Rank held Alarm.com as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.