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

JFS 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
2026 Q2	$1.07K	Buy	23 +2	+10%	+$90	﹤0.01%	1788
2026 Q1	$907	Sell	21 -1	-5%	-$48	﹤0.01%	1685
2025 Q4	$1.12K	Buy	22 +9	+69%	+$459	﹤0.01%	1685
2025 Q3	$691	Buy	13 +8	+160%	+$446	﹤0.01%	1697
2025 Q2	$283	Sell	5 -17	-77%	-$943	﹤0.01%	1763
2025 Q1	$1.23K	Hold	22	–	–	﹤0.01%	1608
2024 Q4	$1.34K	Buy	22 +5	+29%	+$298	﹤0.01%	1615
2024 Q3	$930	Buy	17 +1	+6%	+$61	﹤0.01%	1710
2024 Q2	$1.02K	Hold	16	–	–	﹤0.01%	1664
2024 Q1	$1.16K	Hold	16	–	–	﹤0.01%	1619
2023 Q4	$1.03K	Sell	16 -8	-33%	-$459	﹤0.01%	1656
2023 Q3	$1.47K	Buy	24 +5	+26%	+$283	﹤0.01%	1480
2023 Q2	$982	Sell	19 -1	-5%	-$49	﹤0.01%	1613
2023 Q1	$1.01K	Hold	20	–	–	﹤0.01%	1583
2022 Q4	$990	Buy	20 +2	+11%	+$110	﹤0.01%	1606
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	1467
2022 Q2	$1K	Buy	18 +2	+13%	+$123	﹤0.01%	1453
2022 Q1	$1K	Buy	16 +10	+167%	+$708	﹤0.01%	1559
2021 Q4	$1K	Buy	+6	New	+$491	﹤0.01%	1238

Other funds holding ALRM

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return