HWM
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HighMark Wealth Management’s Alarm.com ALRM Stock Holding History

HighMark 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
2023
Q2 		– Sell
-216
Closed -$10.9K – 564
2023
Q1 		$10.9K Buy
+216
New +$11.1K 0.01% 287

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 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

HighMark Wealth Management's ALRM Position: Q2 2023 in Review

HighMark Wealth Management sold out of Alarm.com (ALRM) in Q2 2023, closing a stake of 216 shares — an estimated $10.9K sold.

HighMark Wealth Management first reported a position in ALRM in Q1 2023 and held it in 1 quarter. The position peaked at $10.9K in Q1 2023. 252 funds tracked by Wall St. Rank hold ALRM as of Q2 2023.

  • HighMark Wealth Management reported no remaining Alarm.com position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 216 Alarm.com shares in Q2 2023, an estimated $10.9K.
  • HighMark Wealth Management first reported a position in Alarm.com in Q1 2023 and held it in 1 quarter.
  • HighMark Wealth Management's Alarm.com position peaked at $10.9K in Q1 2023.
  • 252 funds tracked by Wall St. Rank held Alarm.com as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.