IWA
ALRM icon

Icon Wealth Advisors’s Alarm.com ALRM Stock Holding History

Icon Wealth Advisors’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
-2,441
Closed -$148K – 479
2024
Q4 		$148K Sell
2,441
-438
-15% -$26.1K 0.01% 430
2024
Q3 		$157K Sell
2,879
-1,276
-31% -$78.3K 0.01% 398
2024
Q2 		$293K Sell
4,155
-856
-17% -$56.6K 0.03% 286
2024
Q1 		$363K Sell
5,011
-610
-11% -$41.4K 0.03% 245
2023
Q4 		$363K Buy
+5,621
New +$322K 0.04% 240
2022
Q4 		$541K Sell
10,935
-678
-6% -$37.4K 0.06% 183
2022
Q3 		$753K Buy
+11,613
New +$797K 0.09% 159

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 $3.37T AUM 44.26% 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

Icon Wealth Advisors's ALRM Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Alarm.com (ALRM) in Q1 2025, closing a stake of 2,441 shares — an estimated $148K sold.

Icon Wealth Advisors first reported a position in ALRM in Q3 2022 and held it in 7 quarters. The position peaked at $753K in Q3 2022. 308 funds tracked by Wall St. Rank hold ALRM as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Alarm.com position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,441 Alarm.com shares in Q1 2025, an estimated $148K.
  • Icon Wealth Advisors first reported a position in Alarm.com in Q3 2022 and held it in 7 quarters.
  • Icon Wealth Advisors's Alarm.com position peaked at $753K in Q3 2022.
  • 308 funds tracked by Wall St. Rank held Alarm.com as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.