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Mascoma Wealth Management’s Alarm.com ALRM Stock Holding History

Mascoma 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
Q2 		– Sell
-417
Closed -$19.9K – 486
2023
Q1 		$19.9K Hold
417
– – 0.01% 342
2022
Q4 		$20.6K Hold
417
– – 0.01% 328
2022
Q3 		$27K Hold
417
– – 0.01% 301
2022
Q2 		$26K Hold
417
– – 0.01% 318
2022
Q1 		$28K Buy
+417
New +$29.5K 0.01% 332

Other funds holding ALRM

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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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
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

Mascoma Wealth Management's ALRM Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Alarm.com (ALRM) in Q2 2023, closing a stake of 417 shares — an estimated $19.9K sold.

Mascoma Wealth Management first reported a position in ALRM in Q1 2022 and held it in 5 quarters. The position peaked at $28K in Q1 2022. 252 funds tracked by Wall St. Rank hold ALRM as of Q2 2023.

  • Mascoma Wealth Management reported no remaining Alarm.com position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 417 Alarm.com shares in Q2 2023, an estimated $19.9K.
  • Mascoma Wealth Management first reported a position in Alarm.com in Q1 2022 and held it in 5 quarters.
  • Mascoma Wealth Management's Alarm.com position peaked at $28K in Q1 2022.
  • 252 funds tracked by Wall St. Rank held Alarm.com as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.