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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearview Wealth Advisors's ALRM Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Alarm.com (ALRM) in Q3 2023, closing a stake of 34 shares — an estimated $1.76K sold.

Clearview Wealth Advisors first reported a position in ALRM in Q4 2020 and held it in 11 quarters. The position peaked at $20K in Q1 2021. 249 funds tracked by Wall St. Rank hold ALRM as of Q3 2023.

Clearview Wealth Advisors reported no remaining Alarm.com position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 34 Alarm.com shares in Q3 2023, an estimated $1.76K.
Clearview Wealth Advisors first reported a position in Alarm.com in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Alarm.com position peaked at $20K in Q1 2021.
249 funds tracked by Wall St. Rank held Alarm.com as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.