Operose Advisors’s Alarm.com ALRM Stock Holding History

Operose 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
2023 Q4	–	Sell	-427	Closed	-$26.1K	–	603
2023 Q3	$26.1K	Buy	+427	New	+$24.1K	0.01%	425

Other funds holding ALRM

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

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

BCM

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

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

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

DGI

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

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

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

GCM

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

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

Operose Advisors's ALRM Position: Q4 2023 in Review

Operose Advisors sold out of Alarm.com (ALRM) in Q4 2023, closing a stake of 427 shares — an estimated $26.1K sold.

Operose Advisors first reported a position in ALRM in Q3 2023 and held it in 1 quarter. The position peaked at $26.1K in Q3 2023. 286 funds tracked by Wall St. Rank hold ALRM as of Q4 2023.

Operose Advisors reported no remaining Alarm.com position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 427 Alarm.com shares in Q4 2023, an estimated $26.1K.
Operose Advisors first reported a position in Alarm.com in Q3 2023 and held it in 1 quarter.
Operose Advisors's Alarm.com position peaked at $26.1K in Q3 2023.
286 funds tracked by Wall St. Rank held Alarm.com as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.