GWS
ALRM icon

Glassman Wealth Services’s Alarm.com ALRM Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-7
Closed -$452 – 274
2023
Q4 		$452 Buy
+7
New +$402 ﹤0.01% 1741
2022
Q4 		– Sell
-20
Closed -$1K – 1920
2022
Q3 		$1K Buy
+20
New +$1.37K ﹤0.01% 1319

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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

Glassman Wealth Services's ALRM Position: Q1 2024 in Review

Glassman Wealth Services sold out of Alarm.com (ALRM) in Q1 2024, closing a stake of 7 shares — an estimated $452 sold.

Glassman Wealth Services first reported a position in ALRM in Q3 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 302 funds tracked by Wall St. Rank hold ALRM as of Q1 2024.

  • Glassman Wealth Services reported no remaining Alarm.com position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 7 Alarm.com shares in Q1 2024, an estimated $452.
  • Glassman Wealth Services first reported a position in Alarm.com in Q3 2022 and held it in 2 quarters.
  • Glassman Wealth Services's Alarm.com position peaked at $1K in Q3 2022.
  • 302 funds tracked by Wall St. Rank held Alarm.com as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.