IHWM
ALRM icon

Iron Horse Wealth Management’s Alarm.com ALRM Stock Holding History

Iron Horse 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
Q4 		– Sell
-107
Closed -$6.54K – 499
2023
Q3 		$6.54K Buy
+107
New +$6.05K ﹤0.01% 232

Other funds holding ALRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $704M AUM 6.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Iron Horse Wealth Management's ALRM Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of Alarm.com (ALRM) in Q4 2023, closing a stake of 107 shares — an estimated $6.54K sold.

Iron Horse Wealth Management first reported a position in ALRM in Q3 2023 and held it in 1 quarter. The position peaked at $6.54K in Q3 2023. 286 funds tracked by Wall St. Rank hold ALRM as of Q4 2023.

  • Iron Horse Wealth Management reported no remaining Alarm.com position as of Q4 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 107 Alarm.com shares in Q4 2023, an estimated $6.54K.
  • Iron Horse Wealth Management first reported a position in Alarm.com in Q3 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's Alarm.com position peaked at $6.54K in Q3 2023.
  • 286 funds tracked by Wall St. Rank held Alarm.com as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.