BWM
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Baystate Wealth Management’s Alarm.com ALRM Stock Holding History

Baystate 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
2023
Q4 		$711 Hold
11
– – ﹤0.01% 1180
2023
Q3 		$673 Hold
11
– – ﹤0.01% 921
2023
Q2 		$568 Sell
11
-24
-69% -$1.18K ﹤0.01% 970
2023
Q1 		$1.76K Hold
35
– – ﹤0.01% 851
2022
Q4 		$2K Hold
35
– – ﹤0.01% 773
2022
Q3 		$2K Hold
35
– – ﹤0.01% 728
2022
Q2 		$2K Hold
35
– – ﹤0.01% 745
2022
Q1 		$2K Hold
35
– – ﹤0.01% 736
2021
Q4 		$3K Hold
35
– – ﹤0.01% 697
2021
Q3 		$3K Hold
35
– – ﹤0.01% 630
2021
Q2 		$3K Hold
35
– – ﹤0.01% 595
2021
Q1 		$3K Buy
35
+11
+46% +$1.04K ﹤0.01% 543
2020
Q4 		$2K Buy
+24
New +$1.74K ﹤0.01% 554

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $500M AUM 25.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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

Baystate Wealth Management's ALRM Position: Q4 2023 in Review

Baystate Wealth Management held its Alarm.com (ALRM) position steady in Q4 2023 at 11 shares worth $711. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Baystate Wealth Management first reported a position in ALRM in Q4 2020 and has held it in 13 quarters since. The position peaked at $3K in Q4 2021. 286 funds tracked by Wall St. Rank hold ALRM as of Q4 2023.

  • Baystate Wealth Management held 11 shares of Alarm.com worth $711 as of Q4 2023.
  • Baystate Wealth Management left its Alarm.com share count unchanged in Q4 2023.
  • Alarm.com made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1180 holding.
  • Baystate Wealth Management first reported a position in Alarm.com in Q4 2020 and has held it in 13 quarters since.
  • Baystate Wealth Management's Alarm.com position peaked at $3K in Q4 2021.
  • 286 funds tracked by Wall St. Rank held Alarm.com as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.