Benjamin F. Edwards & Company’s Alarm.com ALRM Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$2K	Sell	28 -9	-24%	-$595	﹤0.01%	2013
2024 Q1	$3K	Sell	37 -5	-12%	-$340	﹤0.01%	1939
2023 Q4	$3K	Sell	42 -58	-58%	-$3.33K	﹤0.01%	1925
2023 Q3	$6K	Buy	+100	New	+$5.65K	﹤0.01%	1496
2021 Q2	–	Sell	-2,441	Closed	-$211K	–	1677
2021 Q1	$211K	Buy	2,441 +212	+10%	+$20K	0.01%	659
2020 Q4	$231K	Buy	2,229 +498	+29%	+$36.1K	0.01%	602
2020 Q3	$96K	Buy	1,731 +718	+71%	+$44.4K	0.01%	755
2020 Q2	$66K	Buy	1,013 +609	+151%	+$30.6K	﹤0.01%	824
2020 Q1	$16K	Sell	404 -96	-19%	-$4.18K	﹤0.01%	1131
2019 Q4	$21K	Hold	500	–	–	﹤0.01%	1214
2019 Q3	$23K	Hold	500	–	–	﹤0.01%	1144
2019 Q2	$27K	Hold	500	–	–	﹤0.01%	1093
2019 Q1	$32K	Hold	500	–	–	﹤0.01%	992
2018 Q4	$26K	Hold	500	–	–	﹤0.01%	1018
2018 Q3	$29K	Hold	500	–	–	﹤0.01%	1011
2018 Q2	$20K	Hold	500	–	–	﹤0.01%	1094
2018 Q1	$19K	Buy	+500	New	+$18.9K	﹤0.01%	1084

Other funds holding ALRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benjamin F. Edwards & Company's ALRM Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Alarm.com (ALRM) stake by 24% in Q2 2024, selling an estimated $595 and leaving 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2013.

Benjamin F. Edwards & Company first reported a position in ALRM in Q1 2018 and has held it in 17 quarters since. The position peaked at $231K in Q4 2020. 298 funds tracked by Wall St. Rank hold ALRM as of Q2 2024.

Benjamin F. Edwards & Company held 28 shares of Alarm.com worth $2K as of Q2 2024.
Benjamin F. Edwards & Company sold 9 Alarm.com shares in Q2 2024, an estimated $595.
Alarm.com made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #2013 holding.
Benjamin F. Edwards & Company first reported a position in Alarm.com in Q1 2018 and has held it in 17 quarters since.
Benjamin F. Edwards & Company's Alarm.com position peaked at $231K in Q4 2020.
298 funds tracked by Wall St. Rank held Alarm.com as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.