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OneDigital Investment Advisors’s Alarm.com ALRM Stock Holding History

OneDigital Investment 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
2024
Q1 		– Sell
-5,245
Closed -$339K – 1092
2023
Q4 		$339K Buy
5,245
+1,399
+36% +$80.3K 0.01% 869
2023
Q3 		$235K Buy
+3,846
New +$217K 0.01% 890
2022
Q4 		– Sell
-3,833
Closed -$249K – 822
2022
Q3 		$249K Sell
3,833
-228
-6% -$15.6K 0.01% 652
2022
Q2 		$251K Buy
+4,061
New +$250K 0.01% 603

Other funds holding ALRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

OneDigital Investment Advisors's ALRM Position: Q1 2024 in Review

OneDigital Investment Advisors sold out of Alarm.com (ALRM) in Q1 2024, closing a stake of 5,245 shares — an estimated $339K sold.

OneDigital Investment Advisors first reported a position in ALRM in Q2 2022 and held it in 4 quarters. The position peaked at $339K in Q4 2023. 302 funds tracked by Wall St. Rank hold ALRM as of Q1 2024.

  • OneDigital Investment Advisors reported no remaining Alarm.com position as of Q1 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 5,245 Alarm.com shares in Q1 2024, an estimated $339K.
  • OneDigital Investment Advisors first reported a position in Alarm.com in Q2 2022 and held it in 4 quarters.
  • OneDigital Investment Advisors's Alarm.com position peaked at $339K in Q4 2023.
  • 302 funds tracked by Wall St. Rank held Alarm.com as of Q1 2024.

Based on OneDigital Investment Advisors's 13F filing for Q1 2024, filed 10 May 2024.