AWM
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Avior Wealth Management’s Alarm.com ALRM Stock Holding History

Avior Wealth 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
2024
Q2 		– Sell
-9
Closed -$652 – 2307
2024
Q1 		$652 Buy
+9
New +$611 ﹤0.01% 2499

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BCM
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DGI
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State Street
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William Blair Investment Management
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GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's ALRM Position: Q2 2024 in Review

Avior Wealth Management sold out of Alarm.com (ALRM) in Q2 2024, closing a stake of 9 shares — an estimated $652 sold.

Avior Wealth Management first reported a position in ALRM in Q1 2024 and held it in 1 quarter. The position peaked at $652 in Q1 2024. 298 funds tracked by Wall St. Rank hold ALRM as of Q2 2024.

  • Avior Wealth Management reported no remaining Alarm.com position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 Alarm.com shares in Q2 2024, an estimated $652.
  • Avior Wealth Management first reported a position in Alarm.com in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Alarm.com position peaked at $652 in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Alarm.com as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.