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

Optimum 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
2020
Q1 		– Sell
-3,000
Closed -$129K – 870
2019
Q4 		$129K Hold
3,000
– – 0.04% 351
2019
Q3 		$140K Sell
3,000
-2,800
-48% -$137K 0.04% 316
2019
Q2 		$310K Buy
5,800
+800
+16% +$49.4K 0.1% 209
2019
Q1 		$325K Hold
5,000
– – 0.11% 200
2018
Q4 		$259K Hold
5,000
– – 0.09% 210
2018
Q3 		$287K Hold
5,000
– – 0.08% 243
2018
Q2 		$202K Hold
5,000
– – 0.06% 297
2018
Q1 		$189K Buy
+5,000
New +$189K 0.06% 295

Other funds holding ALRM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TCMV
Technology Crossover Management VII Menlo Park, California $107M AUM 51.05% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
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