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Perigon Wealth Management’s Alarm.com ALRM Stock Holding History

Perigon Wealth Management’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
2018
Q2 		– Sell
-100
Closed -$4K – 247
2018
Q1 		$4K Hold
100
– – ﹤0.01% 563
2017
Q4 		$4K Hold
100
– – ﹤0.01% 545
2017
Q3 		$5K Buy
+100
New +$4.14K ﹤0.01% 550

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BCM
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Perigon Wealth Management's ALRM Position: Q2 2018 in Review

Perigon Wealth Management sold out of Alarm.com (ALRM) in Q2 2018, closing a stake of 100 shares — an estimated $4K sold.

Perigon Wealth Management first reported a position in ALRM in Q3 2017 and held it in 3 quarters. The position peaked at $5K in Q3 2017. 212 funds tracked by Wall St. Rank hold ALRM as of Q2 2018.

  • Perigon Wealth Management reported no remaining Alarm.com position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 100 Alarm.com shares in Q2 2018, an estimated $4K.
  • Perigon Wealth Management first reported a position in Alarm.com in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's Alarm.com position peaked at $5K in Q3 2017.
  • 212 funds tracked by Wall St. Rank held Alarm.com as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.