BEI
ALRM icon

Benjamin Edwards Inc’s Alarm.com ALRM Stock Holding History

Benjamin Edwards Inc’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
Q3 		– Sell
-2,074
Closed -$132K – 1084
2024
Q2 		$132K Sell
2,074
-15
-0.7% -$992 0.03% 387
2024
Q1 		$151K Sell
2,089
-65
-3% -$4.42K 0.03% 372
2023
Q4 		$139K Sell
2,154
-119
-5% -$6.83K 0.03% 380
2023
Q3 		$139K Sell
2,273
-1,638
-42% -$92.6K 0.03% 339
2023
Q2 		$202K Buy
3,911
+737
+23% +$36.3K 0.05% 272
2023
Q1 		$160K Sell
3,174
-1,056
-25% -$54.4K 0.04% 310
2022
Q4 		$209K Hold
4,230
– – 0.05% 252
2022
Q3 		$274K Hold
4,230
– – 0.08% 215
2022
Q2 		$262K Hold
4,230
– – 0.08% 232
2022
Q1 		$281K Buy
4,230
+148
+4% +$10.5K 0.08% 234
2021
Q4 		$346K Buy
4,082
+3,600
+747% +$294K 0.11% 188
2021
Q3 		$38K Buy
+482
New +$39.9K 0.02% 333

Other funds holding ALRM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return