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Confluence Wealth Services’s Alarm.com ALRM Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-238
Closed -$20K – 281
2021
Q4 		$20K Buy
+238
New +$19.5K 0.01% 723

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BCM
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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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Confluence Wealth Services's ALRM Position: Q1 2022 in Review

Confluence Wealth Services sold out of Alarm.com (ALRM) in Q1 2022, closing a stake of 238 shares — an estimated $20K sold.

Confluence Wealth Services first reported a position in ALRM in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 267 funds tracked by Wall St. Rank hold ALRM as of Q1 2022.

  • Confluence Wealth Services reported no remaining Alarm.com position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 238 Alarm.com shares in Q1 2022, an estimated $20K.
  • Confluence Wealth Services first reported a position in Alarm.com in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Alarm.com position peaked at $20K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Alarm.com as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.