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 $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