Sound Income Strategies’s Alarm.com ALRM Stock Holding History

Sound Income Strategies’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 Q1	–	Sell	-5	Closed	-$247	–	1060
2022 Q4	$247	Hold	5	–	–	﹤0.01%	950
2022 Q3	$0	Hold	5	–	–	﹤0.01%	876
2022 Q2	$0	Hold	5	–	–	﹤0.01%	882
2022 Q1	$0	Hold	5	–	–	﹤0.01%	868
2021 Q4	$0	Hold	5	–	–	﹤0.01%	841
2021 Q3	$0	Sell	5 -5	-50%	-$413	﹤0.01%	825
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	764
2021 Q1	$864	Hold	10	–	–	﹤0.01%	853
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	756
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	709
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	676
2020 Q1	$0	Hold	10	–	–	﹤0.01%	749
2019 Q4	$0	Hold	10	–	–	﹤0.01%	695
2019 Q3	$0	Hold	10	–	–	﹤0.01%	661
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	579
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	583
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	570
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	590
2018 Q2	$0	Hold	10	–	–	﹤0.01%	613
2018 Q1	$0	Hold	10	–	–	﹤0.01%	588
2017 Q4	$0	Buy	+10	New	+$432	﹤0.01%	507

Other funds holding ALRM

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

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

BCM

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

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

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

DGI

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

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

GCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Sound Income Strategies's ALRM Position: Q1 2023 in Review

Sound Income Strategies sold out of Alarm.com (ALRM) in Q1 2023, closing a stake of 5 shares — an estimated $247 sold.

Sound Income Strategies first reported a position in ALRM in Q4 2017 and held it in 21 quarters. The position peaked at $1K in Q2 2021. 247 funds tracked by Wall St. Rank hold ALRM as of Q1 2023.

Sound Income Strategies reported no remaining Alarm.com position as of Q1 2023 after selling out during the quarter.
Sound Income Strategies sold 5 Alarm.com shares in Q1 2023, an estimated $247.
Sound Income Strategies first reported a position in Alarm.com in Q4 2017 and held it in 21 quarters.
Sound Income Strategies's Alarm.com position peaked at $1K in Q2 2021.
247 funds tracked by Wall St. Rank held Alarm.com as of Q1 2023.

Based on Sound Income Strategies's 13F filing for Q1 2023, filed 10 Apr 2023.