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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Geode Capital Management

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