SWM
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Spire Wealth Management’s Alarm.com ALRM Stock Holding History

Spire Wealth Management’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
-37
Closed -$2.35K – 2160
2024
Q2 		$2.35K Sell
37
-5
-12% -$331 ﹤0.01% 1981
2024
Q1 		$3.04K Sell
42
-50
-54% -$3.4K ﹤0.01% 2021
2023
Q4 		$5.67K Sell
92
-19
-17% -$1.09K ﹤0.01% 1928
2023
Q3 		$6.79K Hold
111
– – ﹤0.01% 1845
2023
Q2 		$5.74K Hold
111
– – ﹤0.01% 1965
2023
Q1 		$5.58K Buy
111
+50
+82% +$2.57K ﹤0.01% 2010
2022
Q4 		$3K Hold
61
– – ﹤0.01% 1941
2022
Q3 		$4K Sell
61
-60
-50% -$4.12K ﹤0.01% 1772
2022
Q2 		$7K Sell
121
-90
-43% -$5.53K ﹤0.01% 2012
2022
Q1 		$14K Hold
211
– – ﹤0.01% 1915
2021
Q4 		$18K Hold
211
– – ﹤0.01% 2148
2021
Q3 		$16K Hold
211
– – ﹤0.01% 1935
2021
Q2 		$18K Sell
211
-2
-0.9% -$171 ﹤0.01% 1907
2021
Q1 		$18K Buy
+213
New +$20.1K ﹤0.01% 2180

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 $3.37T AUM 44.26% 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

Spire Wealth Management's ALRM Position: Q3 2024 in Review

Spire Wealth Management sold out of Alarm.com (ALRM) in Q3 2024, closing a stake of 37 shares — an estimated $2.35K sold.

Spire Wealth Management first reported a position in ALRM in Q1 2021 and held it in 14 quarters. The position peaked at $18K in Q4 2021. 299 funds tracked by Wall St. Rank hold ALRM as of Q3 2024.

  • Spire Wealth Management reported no remaining Alarm.com position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 37 Alarm.com shares in Q3 2024, an estimated $2.35K.
  • Spire Wealth Management first reported a position in Alarm.com in Q1 2021 and held it in 14 quarters.
  • Spire Wealth Management's Alarm.com position peaked at $18K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Alarm.com as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.