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Impact Partnership Wealth’s Alarm.com ALRM Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-100
Closed -$6.11K – 841
2023
Q3 		$6.11K Hold
100
– – ﹤0.01% 663
2023
Q2 		$5.17K Buy
+100
New +$4.92K ﹤0.01% 498

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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
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
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

Impact Partnership Wealth's ALRM Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Alarm.com (ALRM) in Q4 2023, closing a stake of 100 shares — an estimated $6.11K sold.

Impact Partnership Wealth first reported a position in ALRM in Q2 2023 and held it in 2 quarters. The position peaked at $6.11K in Q3 2023. 286 funds tracked by Wall St. Rank hold ALRM as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Alarm.com position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 100 Alarm.com shares in Q4 2023, an estimated $6.11K.
  • Impact Partnership Wealth first reported a position in Alarm.com in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Alarm.com position peaked at $6.11K in Q3 2023.
  • 286 funds tracked by Wall St. Rank held Alarm.com as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.