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Belpointe Asset Management’s Alarm.com ALRM Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-232
Closed -$11.6K – 702
2023
Q1 		$11.6K Buy
232
+20
+9% +$1.03K ﹤0.01% 2630
2022
Q4 		$10.5K Buy
+212
New +$11.7K ﹤0.01% 2593

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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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Belpointe Asset Management's ALRM Position: Q2 2023 in Review

Belpointe Asset Management sold out of Alarm.com (ALRM) in Q2 2023, closing a stake of 232 shares — an estimated $11.6K sold.

Belpointe Asset Management first reported a position in ALRM in Q4 2022 and held it in 2 quarters. The position peaked at $11.6K in Q1 2023. 252 funds tracked by Wall St. Rank hold ALRM as of Q2 2023.

  • Belpointe Asset Management reported no remaining Alarm.com position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 232 Alarm.com shares in Q2 2023, an estimated $11.6K.
  • Belpointe Asset Management first reported a position in Alarm.com in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Alarm.com position peaked at $11.6K in Q1 2023.
  • 252 funds tracked by Wall St. Rank held Alarm.com as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.