EWM
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Executive Wealth Management’s Alarm.com ALRM Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-132
Closed -$7K – 156
2019
Q2 		$7K Hold
132
– – ﹤0.01% 664
2019
Q1 		$9K Hold
132
– – ﹤0.01% 566
2018
Q4 		$7K Buy
+132
New +$6.38K ﹤0.01% 619

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BCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Executive Wealth Management's ALRM Position: Q3 2019 in Review

Executive Wealth Management sold out of Alarm.com (ALRM) in Q3 2019, closing a stake of 132 shares — an estimated $7K sold.

Executive Wealth Management first reported a position in ALRM in Q4 2018 and held it in 3 quarters. The position peaked at $9K in Q1 2019. 241 funds tracked by Wall St. Rank hold ALRM as of Q3 2019.

  • Executive Wealth Management reported no remaining Alarm.com position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 132 Alarm.com shares in Q3 2019, an estimated $7K.
  • Executive Wealth Management first reported a position in Alarm.com in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Alarm.com position peaked at $9K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held Alarm.com as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.