Envestnet Portfolio Solutions
ALRM icon

Envestnet Portfolio Solutions’s Alarm.com ALRM Stock Holding History

Envestnet Portfolio 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
2024
Q2 		– Sell
-3,045
Closed -$221K – 1628
2024
Q1 		$221K Sell
3,045
-409
-12% -$27.8K ﹤0.01% 1517
2023
Q4 		$223K Sell
3,454
-936
-21% -$53.7K ﹤0.01% 1449
2023
Q3 		$268K Buy
+4,390
New +$248K ﹤0.01% 1287

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Portfolio Solutions's ALRM Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of Alarm.com (ALRM) in Q2 2024, closing a stake of 3,045 shares — an estimated $221K sold.

Envestnet Portfolio Solutions first reported a position in ALRM in Q3 2023 and held it in 3 quarters. The position peaked at $268K in Q3 2023. 298 funds tracked by Wall St. Rank hold ALRM as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining Alarm.com position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,045 Alarm.com shares in Q2 2024, an estimated $221K.
  • Envestnet Portfolio Solutions first reported a position in Alarm.com in Q3 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Alarm.com position peaked at $268K in Q3 2023.
  • 298 funds tracked by Wall St. Rank held Alarm.com as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.