CAS
ALRM icon

Coppell Advisory Solutions’s Alarm.com ALRM Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-157
Closed -$9.59K – 385
2024
Q4 		$9.59K Hold
157
– – ﹤0.01% 1128
2024
Q3 		$8.69K Hold
157
– – ﹤0.01% 1125
2024
Q2 		$9.98K Buy
+157
New +$10.4K ﹤0.01% 1003
2023
Q4 		$10.7K Sell
165
-5
-3% -$287 ﹤0.01% 917
2023
Q3 		$8.41K Hold
170
– – ﹤0.01% 630
2023
Q2 		$8.64K Buy
+170
New +$8.36K ﹤0.01% 731
2023
Q1 		– Sell
-170
Closed -$8.41K – 231
2022
Q4 		$8.41K Buy
+170
New +$9.37K ﹤0.01% 638

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return