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Pathstone Family Office’s Alarm.com ALRM Stock Holding History

Pathstone Family Office’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
Q3 		$881K Buy
14,266
+9,247
+184% +$523K 0.01% 775
2023
Q2 		$267K Buy
+5,019
New +$247K ﹤0.01% 1011

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $500M AUM 25.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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

Pathstone Family Office's ALRM Position: Q3 2023 in Review

Pathstone Family Office increased its Alarm.com (ALRM) stake by 184% in Q3 2023, buying an estimated $523K and bringing the position to 14,266 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #775.

Pathstone Family Office first reported a position in ALRM in Q2 2023 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold ALRM as of Q3 2023.

  • Pathstone Family Office held 14,266 shares of Alarm.com worth $881K as of Q3 2023.
  • Pathstone Family Office bought 9,247 Alarm.com shares in Q3 2023, an estimated $523K.
  • Alarm.com made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #775 holding.
  • Pathstone Family Office first reported a position in Alarm.com in Q2 2023 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Alarm.com as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.