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Bogart Wealth LLC’s Alarm.com ALRM Stock Holding History

Bogart Wealth LLC’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
2025
Q3 		– Sell
-175
Closed -$9.9K – 1532
2025
Q2 		$9.9K Hold
175
– – ﹤0.01% 800
2025
Q1 		$9.74K Buy
+175
New +$10.5K ﹤0.01% 761

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bogart Wealth LLC's ALRM Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Alarm.com (ALRM) in Q3 2025, closing a stake of 175 shares — an estimated $9.9K sold.

Bogart Wealth LLC first reported a position in ALRM in Q1 2025 and held it in 2 quarters. The position peaked at $9.9K in Q2 2025. 305 funds tracked by Wall St. Rank hold ALRM as of Q3 2025.

  • Bogart Wealth LLC reported no remaining Alarm.com position as of Q3 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 175 Alarm.com shares in Q3 2025, an estimated $9.9K.
  • Bogart Wealth LLC first reported a position in Alarm.com in Q1 2025 and held it in 2 quarters.
  • Bogart Wealth LLC's Alarm.com position peaked at $9.9K in Q2 2025.
  • 305 funds tracked by Wall St. Rank held Alarm.com as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.