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CoreCap Advisors’s Alarm.com ALRM Stock Holding History

CoreCap 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
2026
Q2 		– Sell
-10
Closed -$432 – 3173
2026
Q1 		$432 Hold
10
– – ﹤0.01% 2672
2025
Q4 		$510 Hold
10
– – ﹤0.01% 2702
2025
Q3 		$531 Hold
10
– – ﹤0.01% 2560
2025
Q2 		$566 Hold
10
– – ﹤0.01% 2492
2025
Q1 		$556 Hold
10
– – ﹤0.01% 2660
2024
Q4 		$608 Hold
10
– – ﹤0.01% 2457
2024
Q3 		$547 Buy
+10
New +$614 ﹤0.01% 2355
2024
Q2 		– Sell
-10
Closed -$725 – 1637
2024
Q1 		$725 Buy
+10
New +$679 ﹤0.01% 2276
2022
Q4 		$495 Buy
+10
New +$551 ﹤0.01% 2169
2022
Q3 		– Sell
-10
Closed -$1K – 586
2022
Q2 		$1K Buy
+10
New +$615 ﹤0.01% 1938
2022
Q1 		– Sell
-33
Closed -$3K – 593
2021
Q4 		$3K Buy
+33
New +$2.7K ﹤0.01% 1844

Other funds holding ALRM

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return