SFS
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Sowell Financial Services’s Alarm.com ALRM Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-514
Closed -$43K – 594
2021
Q1 		$43K Sell
514
-359
-41% -$33.8K ﹤0.01% 1718
2020
Q4 		$90K Sell
873
-2
-0.2% -$145 ﹤0.01% 1188
2020
Q3 		$48K Buy
875
+289
+49% +$17.9K ﹤0.01% 1219
2020
Q2 		$38K Buy
586
+169
+41% +$8.51K ﹤0.01% 1256
2020
Q1 		$16K Buy
417
+115
+38% +$5.01K ﹤0.01% 1449
2019
Q4 		$13K Sell
302
-2
-0.7% -$90 ﹤0.01% 1582
2019
Q3 		$14K Buy
+304
New +$14.9K ﹤0.01% 1405
2017
Q4 		– Sell
-20,846
Closed -$957K – 262
2017
Q3 		$957K Buy
+20,846
New +$863K 0.25% 88

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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 $33.3B AUM 44.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Sowell Financial Services's ALRM Position: Q2 2021 in Review

Sowell Financial Services sold out of Alarm.com (ALRM) in Q2 2021, closing a stake of 514 shares — an estimated $43K sold.

Sowell Financial Services first reported a position in ALRM in Q3 2017 and held it in 8 quarters. The position peaked at $957K in Q3 2017. 282 funds tracked by Wall St. Rank hold ALRM as of Q2 2021.

  • Sowell Financial Services reported no remaining Alarm.com position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 514 Alarm.com shares in Q2 2021, an estimated $43K.
  • Sowell Financial Services first reported a position in Alarm.com in Q3 2017 and held it in 8 quarters.
  • Sowell Financial Services's Alarm.com position peaked at $957K in Q3 2017.
  • 282 funds tracked by Wall St. Rank held Alarm.com as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.