Phoenix Financial’s Alarm.com ALRM Stock Holding History

Phoenix Financial’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
2021 Q1	–	Sell	-2,908	Closed	-$301K	–	399
2020 Q4	$301K	Buy	+2,908	New	+$211K	0.01%	297

Other funds holding ALRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Phoenix Financial's ALRM Position: Q1 2021 in Review

Phoenix Financial sold out of Alarm.com (ALRM) in Q1 2021, closing a stake of 2,908 shares — an estimated $301K sold.

Phoenix Financial first reported a position in ALRM in Q4 2020 and held it in 1 quarter. The position peaked at $301K in Q4 2020. 273 funds tracked by Wall St. Rank hold ALRM as of Q1 2021.

Phoenix Financial reported no remaining Alarm.com position as of Q1 2021 after selling out during the quarter.
Phoenix Financial sold 2,908 Alarm.com shares in Q1 2021, an estimated $301K.
Phoenix Financial first reported a position in Alarm.com in Q4 2020 and held it in 1 quarter.
Phoenix Financial's Alarm.com position peaked at $301K in Q4 2020.
273 funds tracked by Wall St. Rank held Alarm.com as of Q1 2021.

Based on Phoenix Financial's 13F filing for Q1 2021, filed 10 May 2021.