MWM
ALRM icon

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

MinichMacGregor 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
Q1 		– Sell
-35
Closed -$1.73K – 119
2022
Q4 		$1.73K Buy
+35
New +$1.93K ﹤0.01% 576

Other funds holding ALRM

BlackRock
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

MinichMacGregor Wealth Management's ALRM Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Alarm.com (ALRM) in Q1 2023, closing a stake of 35 shares — an estimated $1.73K sold.

MinichMacGregor Wealth Management first reported a position in ALRM in Q4 2022 and held it in 1 quarter. The position peaked at $1.73K in Q4 2022. 247 funds tracked by Wall St. Rank hold ALRM as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Alarm.com position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 35 Alarm.com shares in Q1 2023, an estimated $1.73K.
  • MinichMacGregor Wealth Management first reported a position in Alarm.com in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Alarm.com position peaked at $1.73K in Q4 2022.
  • 247 funds tracked by Wall St. Rank held Alarm.com as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.