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Cherry Tree Wealth Management’s Alarm.com ALRM Stock Holding History

Cherry Tree 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
2024
Q1 		– Sell
-63
Closed -$4.07K – 597
2023
Q4 		$4.07K Hold
63
– – ﹤0.01% 448
2023
Q3 		$3.85K Hold
63
– – ﹤0.01% 434
2023
Q2 		$3.26K Buy
+63
New +$3.1K ﹤0.01% 453

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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
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 $3.37T AUM 44.26% 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

Cherry Tree Wealth Management's ALRM Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Alarm.com (ALRM) in Q1 2024, closing a stake of 63 shares — an estimated $4.07K sold.

Cherry Tree Wealth Management first reported a position in ALRM in Q2 2023 and held it in 3 quarters. The position peaked at $4.07K in Q4 2023. 302 funds tracked by Wall St. Rank hold ALRM as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Alarm.com position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 63 Alarm.com shares in Q1 2024, an estimated $4.07K.
  • Cherry Tree Wealth Management first reported a position in Alarm.com in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Alarm.com position peaked at $4.07K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held Alarm.com as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.