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GeoWealth Management’s Alarm.com ALRM Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-66
Closed -$4.01K – 1087
2024
Q4 		$4.01K Buy
66
+48
+267% +$2.86K ﹤0.01% 1577
2024
Q3 		$984 Buy
+18
New +$1.1K ﹤0.01% 1594

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
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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

GeoWealth Management's ALRM Position: Q1 2025 in Review

GeoWealth Management sold out of Alarm.com (ALRM) in Q1 2025, closing a stake of 66 shares — an estimated $4.01K sold.

GeoWealth Management first reported a position in ALRM in Q3 2024 and held it in 2 quarters. The position peaked at $4.01K in Q4 2024. 308 funds tracked by Wall St. Rank hold ALRM as of Q1 2025.

  • GeoWealth Management reported no remaining Alarm.com position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 66 Alarm.com shares in Q1 2025, an estimated $4.01K.
  • GeoWealth Management first reported a position in Alarm.com in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Alarm.com position peaked at $4.01K in Q4 2024.
  • 308 funds tracked by Wall St. Rank held Alarm.com as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.