Opal Wealth Advisors’s Alarm.com ALRM Stock Holding History

Opal Wealth 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 Q3	–	Sell	-19	Closed	-$1.21K	–	229
2024 Q2	$1.21K	Buy	+19	New	+$1.26K	﹤0.01%	1043

Other funds holding ALRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Opal Wealth Advisors's ALRM Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Alarm.com (ALRM) in Q3 2024, closing a stake of 19 shares — an estimated $1.21K sold.

Opal Wealth Advisors first reported a position in ALRM in Q2 2024 and held it in 1 quarter. The position peaked at $1.21K in Q2 2024. 299 funds tracked by Wall St. Rank hold ALRM as of Q3 2024.

Opal Wealth Advisors reported no remaining Alarm.com position as of Q3 2024 after selling out during the quarter.
Opal Wealth Advisors sold 19 Alarm.com shares in Q3 2024, an estimated $1.21K.
Opal Wealth Advisors first reported a position in Alarm.com in Q2 2024 and held it in 1 quarter.
Opal Wealth Advisors's Alarm.com position peaked at $1.21K in Q2 2024.
299 funds tracked by Wall St. Rank held Alarm.com as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.