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

Lenox 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
2020
Q4 		– Sell
-475
Closed -$26K – 615
2020
Q3 		$26K Hold
475
– – ﹤0.01% 246
2020
Q2 		$31K Hold
475
– – ﹤0.01% 216
2020
Q1 		$18K Hold
475
– – ﹤0.01% 277
2019
Q4 		$20K Buy
+475
New +$21.4K ﹤0.01% 335

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lenox Wealth Advisors's ALRM Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Alarm.com (ALRM) in Q4 2020, closing a stake of 475 shares — an estimated $26K sold.

Lenox Wealth Advisors first reported a position in ALRM in Q4 2019 and held it in 4 quarters. The position peaked at $31K in Q2 2020. 272 funds tracked by Wall St. Rank hold ALRM as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining Alarm.com position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 475 Alarm.com shares in Q4 2020, an estimated $26K.
  • Lenox Wealth Advisors first reported a position in Alarm.com in Q4 2019 and held it in 4 quarters.
  • Lenox Wealth Advisors's Alarm.com position peaked at $31K in Q2 2020.
  • 272 funds tracked by Wall St. Rank held Alarm.com as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.