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Private Wealth Management Group’s Alarm.com ALRM Stock Holding History

Private Wealth Management Group’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
2024
Q3 		– Sell
-22
Closed -$1.4K – 1502
2024
Q2 		$1.4K Hold
22
– – ﹤0.01% 1175
2024
Q1 		$1.59K Hold
22
– – ﹤0.01% 1076
2023
Q4 		$1.42K Buy
+22
New +$1.26K ﹤0.01% 1130

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's ALRM Position: Q3 2024 in Review

Private Wealth Management Group sold out of Alarm.com (ALRM) in Q3 2024, closing a stake of 22 shares — an estimated $1.4K sold.

Private Wealth Management Group first reported a position in ALRM in Q4 2023 and held it in 3 quarters. The position peaked at $1.59K in Q1 2024. 299 funds tracked by Wall St. Rank hold ALRM as of Q3 2024.

  • Private Wealth Management Group reported no remaining Alarm.com position as of Q3 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 22 Alarm.com shares in Q3 2024, an estimated $1.4K.
  • Private Wealth Management Group first reported a position in Alarm.com in Q4 2023 and held it in 3 quarters.
  • Private Wealth Management Group's Alarm.com position peaked at $1.59K in Q1 2024.
  • 299 funds tracked by Wall St. Rank held Alarm.com as of Q3 2024.

Based on Private Wealth Management Group's 13F filing for Q3 2024, filed 29 Oct 2024.