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Ropes Wealth Advisors’s Alarm.com ALRM Stock Holding History

Ropes Wealth 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
Q4 		– Sell
-295
Closed -$16K – 809
2020
Q3 		$16K Buy
+295
New +$18.2K ﹤0.01% 468

Other funds holding ALRM

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $4.71B AUM 6.32% 1-Year Est. Return

Ropes Wealth Advisors's ALRM Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Alarm.com (ALRM) in Q4 2020, closing a stake of 295 shares — an estimated $16K sold.

Ropes Wealth Advisors first reported a position in ALRM in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 272 funds tracked by Wall St. Rank hold ALRM as of Q4 2020.

  • Ropes Wealth Advisors reported no remaining Alarm.com position as of Q4 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 295 Alarm.com shares in Q4 2020, an estimated $16K.
  • Ropes Wealth Advisors first reported a position in Alarm.com in Q3 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Alarm.com position peaked at $16K in Q3 2020.
  • 272 funds tracked by Wall St. Rank held Alarm.com as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.