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Castle Wealth Management’s Alarm.com ALRM Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-1,081
Closed -$70K – 123
2022
Q3 		$70K Hold
1,081
– – 0.04% 183
2022
Q2 		$67K Buy
+1,081
New +$66.4K 0.04% 182

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Castle Wealth Management's ALRM Position: Q4 2022 in Review

Castle Wealth Management sold out of Alarm.com (ALRM) in Q4 2022, closing a stake of 1,081 shares — an estimated $70K sold.

Castle Wealth Management first reported a position in ALRM in Q2 2022 and held it in 2 quarters. The position peaked at $70K in Q3 2022. 246 funds tracked by Wall St. Rank hold ALRM as of Q4 2022.

  • Castle Wealth Management reported no remaining Alarm.com position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,081 Alarm.com shares in Q4 2022, an estimated $70K.
  • Castle Wealth Management first reported a position in Alarm.com in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Alarm.com position peaked at $70K in Q3 2022.
  • 246 funds tracked by Wall St. Rank held Alarm.com as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.