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Bartlett & Co Wealth Management’s Alarm.com ALRM Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-35
Closed -$3.62K – 1109
2020
Q4 		$3.62K Buy
+35
New +$2.54K ﹤0.01% 834

Other funds holding ALRM

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Vanguard Group
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bartlett & Co Wealth Management's ALRM Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Alarm.com (ALRM) in Q1 2021, closing a stake of 35 shares — an estimated $3.62K sold.

Bartlett & Co Wealth Management first reported a position in ALRM in Q4 2020 and held it in 1 quarter. The position peaked at $3.62K in Q4 2020. 273 funds tracked by Wall St. Rank hold ALRM as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Alarm.com position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 35 Alarm.com shares in Q1 2021, an estimated $3.62K.
  • Bartlett & Co Wealth Management first reported a position in Alarm.com in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Alarm.com position peaked at $3.62K in Q4 2020.
  • 273 funds tracked by Wall St. Rank held Alarm.com as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.