CWA
ALRM icon

Clearview Wealth Advisors’s Alarm.com ALRM Stock Holding History

Clearview Wealth Advisors’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
2023
Q3 		– Sell
-34
Closed -$1.76K – 137
2023
Q2 		$1.76K Hold
34
– – ﹤0.01% 546
2023
Q1 		$1.71K Buy
34
+3
+10% +$154 ﹤0.01% 537
2022
Q4 		$1.53K Sell
31
-47
-60% -$2.59K ﹤0.01% 499
2022
Q3 		$5K Sell
78
-133
-63% -$9.13K ﹤0.01% 399
2022
Q2 		$13K Sell
211
-3
-1% -$184 0.01% 325
2022
Q1 		$14K Sell
214
-12
-5% -$849 0.01% 337
2021
Q4 		$19K Sell
226
-1
-0.4% -$82 0.01% 336
2021
Q3 		$18K Hold
227
– – 0.01% 349
2021
Q2 		$19K Buy
227
+1
+0.4% +$85 0.01% 345
2021
Q1 		$20K Buy
226
+30
+15% +$2.83K 0.01% 325
2020
Q4 		$20K Buy
+196
New +$14.2K 0.01% 298

Other funds holding ALRM

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $704M AUM 6.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return