Carroll Financial Associates’s Alarm.com ALRM Stock Holding History

Carroll Financial Associates’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
2021 Q4	$22K	Sell	261 -16	-6%	-$1.31K	﹤0.01%	945
2021 Q3	$21K	Buy	277 +16	+6%	+$1.32K	﹤0.01%	979
2021 Q2	$22K	Hold	261	–	–	﹤0.01%	1049
2021 Q1	$22K	Hold	261	–	–	﹤0.01%	982
2020 Q4	$27K	Hold	261	–	–	﹤0.01%	845
2020 Q3	$14K	Hold	261	–	–	﹤0.01%	948
2020 Q2	$16K	Hold	261	–	–	﹤0.01%	907
2020 Q1	$10K	Hold	261	–	–	﹤0.01%	925
2019 Q4	$11K	Hold	261	–	–	﹤0.01%	1013
2019 Q3	$12K	Buy	261 +89	+52%	+$4.36K	﹤0.01%	942
2019 Q2	$9K	Hold	172	–	–	﹤0.01%	1033
2019 Q1	$11K	Buy	172 +43	+33%	+$2.61K	﹤0.01%	906
2018 Q4	$6K	Hold	129	–	–	﹤0.01%	969
2018 Q3	$7K	Hold	129	–	–	﹤0.01%	976
2018 Q2	$5K	Hold	129	–	–	﹤0.01%	1036
2018 Q1	$4K	Hold	129	–	–	﹤0.01%	1057
2017 Q4	$4K	Hold	129	–	–	﹤0.01%	1021
2017 Q3	$6K	Hold	129	–	–	﹤0.01%	928
2017 Q2	$4K	Buy	+129	New	+$4.32K	﹤0.01%	1009

Other funds holding ALRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Carroll Financial Associates's ALRM Position: Q4 2021 in Review

Carroll Financial Associates reduced its Alarm.com (ALRM) stake by 5.8% in Q4 2021, selling an estimated $1.31K and leaving 261 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Carroll Financial Associates first reported a position in ALRM in Q2 2017 and has held it in 19 quarters since. The position peaked at $27K in Q4 2020. 273 funds tracked by Wall St. Rank hold ALRM as of Q4 2021.

Carroll Financial Associates held 261 shares of Alarm.com worth $22K as of Q4 2021.
Carroll Financial Associates sold 16 Alarm.com shares in Q4 2021, an estimated $1.31K.
Alarm.com made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #945 holding.
Carroll Financial Associates first reported a position in Alarm.com in Q2 2017 and has held it in 19 quarters since.
Carroll Financial Associates's Alarm.com position peaked at $27K in Q4 2020.
273 funds tracked by Wall St. Rank held Alarm.com as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.