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Concord Wealth Partners’s Alarm.com ALRM Stock Holding History

Concord Wealth Partners’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
Q2 		– Sell
-80
Closed -$5K – 1224
2022
Q1 		$5K Sell
80
-20
-20% -$1.42K ﹤0.01% 893
2021
Q4 		$8K Buy
+100
New +$8.18K ﹤0.01% 826
2021
Q3 		– Sell
-85
Closed -$7K – 902
2021
Q2 		$7K Buy
85
+19
+29% +$1.62K ﹤0.01% 677
2021
Q1 		$6K Buy
+66
New +$6.22K ﹤0.01% 643

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Concord Wealth Partners's ALRM Position: Q2 2022 in Review

Concord Wealth Partners sold out of Alarm.com (ALRM) in Q2 2022, closing a stake of 80 shares — an estimated $5K sold.

Concord Wealth Partners first reported a position in ALRM in Q1 2021 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 248 funds tracked by Wall St. Rank hold ALRM as of Q2 2022.

  • Concord Wealth Partners reported no remaining Alarm.com position as of Q2 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 80 Alarm.com shares in Q2 2022, an estimated $5K.
  • Concord Wealth Partners first reported a position in Alarm.com in Q1 2021 and held it in 4 quarters.
  • Concord Wealth Partners's Alarm.com position peaked at $8K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Alarm.com as of Q2 2022.

Based on Concord Wealth Partners's 13F filing for Q2 2022, filed 4 Aug 2022.