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Oppenheimer & Co’s Alarm.com ALRM Stock Holding History

Oppenheimer & Co’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
-3,146
Closed -$203K – 1441
2023
Q4 		$203K Buy
+3,146
New +$180K ﹤0.01% 1285
2023
Q1 		– Sell
-4,098
Closed -$203K – 1379
2022
Q4 		$203K Hold
4,098
– – ﹤0.01% 1225
2022
Q3 		$266K Sell
4,098
-40
-1% -$2.75K 0.01% 1106
2022
Q2 		$256K Sell
4,138
-596
-13% -$36.6K 0.01% 1164
2022
Q1 		$315K Sell
4,734
-557
-11% -$39.4K 0.01% 1176
2021
Q4 		$449K Sell
5,291
-617
-10% -$50.5K 0.01% 1084
2021
Q3 		$462K Sell
5,908
-8
-0.1% -$662 0.01% 1045
2021
Q2 		$501K Buy
5,916
+37
+0.6% +$3.16K 0.01% 1033
2021
Q1 		$508K Sell
5,879
-523
-8% -$49.3K 0.01% 956
2020
Q4 		$662K Sell
6,402
-1,488
-19% -$108K 0.01% 787
2020
Q3 		$436K Buy
7,890
+1,310
+20% +$81K 0.01% 862
2020
Q2 		$426K Buy
6,580
+285
+5% +$14.3K 0.01% 853
2020
Q1 		$245K Buy
6,295
+869
+16% +$37.9K 0.01% 968
2019
Q4 		$233K Buy
+5,426
New +$245K 0.01% 1122
2019
Q3 		– Sell
-6,077
Closed -$325K – 1258
2019
Q2 		$325K Buy
6,077
+2,492
+70% +$154K 0.01% 975
2019
Q1 		$233K Buy
+3,585
New +$217K 0.01% 1153
2017
Q3 		– Sell
-10,800
Closed -$406K – 1294
2017
Q2 		$406K Buy
+10,800
New +$362K 0.01% 905

Other funds holding ALRM

BlackRock
BlackRock New York $5.7T 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 $704M AUM 6.25% 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