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

Modera 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
2026 Q1	–	Sell	-5,701	Closed	-$291K	–	636
2025 Q4	$291K	Buy	5,701 +3	+0.1%	+$153	﹤0.01%	550
2025 Q3	$302K	Hold	5,698	–	–	﹤0.01%	542
2025 Q2	$322K	Sell	5,698 -603	-10%	-$33.5K	﹤0.01%	520
2025 Q1	$351K	Sell	6,301 -16	-0.3%	-$960	﹤0.01%	484
2024 Q4	$384K	Buy	6,317 +13	+0.2%	+$775	﹤0.01%	476
2024 Q3	$345K	Hold	6,304	–	–	﹤0.01%	467
2024 Q2	$401K	Hold	6,304	–	–	0.01%	428
2024 Q1	$457K	Buy	6,304 +4	+0.1%	+$272	0.01%	403
2023 Q4	$407K	Sell	6,300 -9	-0.1%	-$516	0.01%	406
2023 Q3	$386K	Sell	6,309 -691	-10%	-$39.1K	0.01%	398
2023 Q2	$362K	Hold	7,000	–	–	0.01%	436
2023 Q1	$352K	Hold	7,000	–	–	0.01%	263
2022 Q4	$346K	Hold	7,000	–	–	0.01%	260
2022 Q3	$454K	Hold	7,000	–	–	0.02%	196
2022 Q2	$433K	Sell	7,000 -3	-0%	-$184	0.02%	211
2022 Q1	$465K	Sell	7,003 -783	-10%	-$55.4K	0.02%	216
2021 Q4	$660K	Buy	7,786 +786	+11%	+$64.3K	0.03%	225
2021 Q3	$547K	Hold	7,000	–	–	0.03%	152
2021 Q2	$593K	Sell	7,000 -469	-6%	-$40.1K	0.03%	138
2021 Q1	$645K	Hold	7,469	–	–	0.04%	121
2020 Q4	$773K	Buy	7,469 +3,803	+104%	+$276K	0.06%	115
2020 Q3	$203K	Hold	3,666	–	–	0.03%	153
2020 Q2	$238K	Buy	+3,666	New	+$184K	0.04%	139
2019 Q2	–	Sell	-3,666	Closed	-$238K	–	145
2019 Q1	$238K	Buy	+3,666	New	+$222K	0.04%	127
2018 Q4	–	Sell	-3,666	Closed	-$210K	–	136
2018 Q3	$210K	Buy	+3,666	New	+$184K	0.04%	135

Other funds holding ALRM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return