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Steward Financial Group’s Alarm.com ALRM Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+22
New +$1.24K ﹤0.01% 1085
2023
Q2 		– Sell
-14
Closed – – 438
2023
Q1 		$0 Buy
14
+7
+100% +$360 ﹤0.01% 707
2022
Q4 		$0 Buy
+7
New +$386 ﹤0.01% 532
2022
Q3 		– Sell
-11
Closed – – 105
2022
Q2 		$0 Buy
+11
New +$676 ﹤0.01% 955

Other funds holding ALRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's ALRM Position: Q3 2023 in Review

Steward Financial Group opened a new position in Alarm.com (ALRM) in Q3 2023: 22 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ALRM as recently as Q1 2023.

Steward Financial Group first reported a position in ALRM in Q2 2022 and has held it in 4 quarters since. 249 funds tracked by Wall St. Rank hold ALRM as of Q3 2023.

  • Steward Financial Group held 22 shares of Alarm.com worth $1K as of Q3 2023.
  • Alarm.com was a new Steward Financial Group position in Q3 2023.
  • Alarm.com made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1085 holding.
  • Steward Financial Group first reported a position in Alarm.com in Q2 2022 and has held it in 4 quarters since.
  • 249 funds tracked by Wall St. Rank held Alarm.com as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.