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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 – 869
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 $6.73T AUM 46.02% 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 $500M AUM 25.3% 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 $846B AUM 46.74% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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 $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Optimum Investment Advisors's ALRM Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Alarm.com (ALRM) in Q1 2020, closing a stake of 3,000 shares — an estimated $129K sold.

Optimum Investment Advisors first reported a position in ALRM in Q1 2018 and held it in 8 quarters. The position peaked at $325K in Q1 2019. 220 funds tracked by Wall St. Rank hold ALRM as of Q1 2020.

  • Optimum Investment Advisors reported no remaining Alarm.com position as of Q1 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 3,000 Alarm.com shares in Q1 2020, an estimated $129K.
  • Optimum Investment Advisors first reported a position in Alarm.com in Q1 2018 and held it in 8 quarters.
  • Optimum Investment Advisors's Alarm.com position peaked at $325K in Q1 2019.
  • 220 funds tracked by Wall St. Rank held Alarm.com as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.