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Carolinas Wealth Consulting’s Alarm.com ALRM Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-4
Closed -$246 – 1037
2023
Q4 		$246 Hold
4
– – ﹤0.01% 979
2023
Q3 		$195 Buy
+4
New +$226 ﹤0.01% 1006

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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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolinas Wealth Consulting's ALRM Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Alarm.com (ALRM) in Q1 2024, closing a stake of 4 shares — an estimated $246 sold.

Carolinas Wealth Consulting first reported a position in ALRM in Q3 2023 and held it in 2 quarters. The position peaked at $246 in Q4 2023. 302 funds tracked by Wall St. Rank hold ALRM as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Alarm.com position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4 Alarm.com shares in Q1 2024, an estimated $246.
  • Carolinas Wealth Consulting first reported a position in Alarm.com in Q3 2023 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Alarm.com position peaked at $246 in Q4 2023.
  • 302 funds tracked by Wall St. Rank held Alarm.com as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.