Next Financial Group’s Alarm.com ALRM Stock Holding History

Next Financial Group’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
2021 Q4	$94K	Sell	1,104 -130	-11%	-$10.6K	0.01%	1193
2021 Q3	$96K	Sell	1,234 -277	-18%	-$22.9K	0.01%	1128
2021 Q2	$128K	Buy	1,511 +33	+2%	+$2.82K	0.01%	1000
2021 Q1	$128K	Sell	1,478 -71	-5%	-$6.69K	0.01%	921
2020 Q4	$160K	Buy	1,549 +510	+49%	+$37K	0.02%	793
2020 Q3	$57K	Buy	+1,039	New	+$64.2K	0.01%	1058
2020 Q2	–	Sell	-3,114	Closed	-$121K	–	638
2020 Q1	$121K	Buy	3,114 +3,096	+17,200%	+$135K	0.02%	699
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	2250
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	2190
2019 Q2	$1K	Sell	18 -25	-58%	-$1.54K	﹤0.01%	2186
2019 Q1	$3K	Buy	+43	New	+$2.61K	﹤0.01%	1347
2017 Q4	–	Sell	-200	Closed	-$10K	–	314
2017 Q3	$10K	Buy	+200	New	+$8.28K	﹤0.01%	1197

Other funds holding ALRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

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

GCM

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

DGI

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Next Financial Group's ALRM Position: Q4 2021 in Review

Next Financial Group reduced its Alarm.com (ALRM) stake by 11% in Q4 2021, selling an estimated $10.6K and leaving 1,104 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #1193.

Next Financial Group first reported a position in ALRM in Q3 2017 and has held it in 12 quarters since. The position peaked at $160K in Q4 2020. 273 funds tracked by Wall St. Rank hold ALRM as of Q4 2021.

Next Financial Group held 1,104 shares of Alarm.com worth $94K as of Q4 2021.
Next Financial Group sold 130 Alarm.com shares in Q4 2021, an estimated $10.6K.
Alarm.com made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1193 holding.
Next Financial Group first reported a position in Alarm.com in Q3 2017 and has held it in 12 quarters since.
Next Financial Group's Alarm.com position peaked at $160K in Q4 2020.
273 funds tracked by Wall St. Rank held Alarm.com as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.