Carson Wealth (CWM LLC)
ALAR

Carson Wealth (CWM LLC)’s Alarum Technologies ALAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALAR Stock Details ALAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed – – 5036
2024
Q4 		$0 Sell
20
-5
-20% -$65 ﹤0.01% 4882
2024
Q3 		$0 Sell
25
-43
-63% -$925 ﹤0.01% 4794
2024
Q2 		$3K Sell
68
-287
-81% -$8.52K ﹤0.01% 4025
2024
Q1 		$7K Buy
+355
New +$5.03K ﹤0.01% 3486

Other funds holding ALAR

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ALAR Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Alarum Technologies (ALAR) in Q1 2025, closing a stake of 20 shares.

Carson Wealth (CWM LLC) first reported a position in ALAR in Q1 2024 and held it in 4 quarters. The position peaked at $7K in Q1 2024. 29 funds tracked by Wall St. Rank hold ALAR as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Alarum Technologies position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 20 Alarum Technologies shares in Q1 2025.
  • Carson Wealth (CWM LLC) first reported a position in Alarum Technologies in Q1 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Alarum Technologies position peaked at $7K in Q1 2024.
  • 29 funds tracked by Wall St. Rank held Alarum Technologies as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.