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Capital Performance Advisors’s Alarm.com ALRM Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-8
Closed -$437 – 274
2024
Q3 		$437 Buy
+8
New +$491 ﹤0.01% 2311

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Performance Advisors's ALRM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Alarm.com (ALRM) in Q4 2024, closing a stake of 8 shares — an estimated $437 sold.

Capital Performance Advisors first reported a position in ALRM in Q3 2024 and held it in 1 quarter. The position peaked at $437 in Q3 2024. 310 funds tracked by Wall St. Rank hold ALRM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Alarm.com position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 8 Alarm.com shares in Q4 2024, an estimated $437.
  • Capital Performance Advisors first reported a position in Alarm.com in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Alarm.com position peaked at $437 in Q3 2024.
  • 310 funds tracked by Wall St. Rank held Alarm.com as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.