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Strategic Wealth Partners’s Alarm.com ALRM Stock Holding History

Strategic Wealth Partners’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
Q4 		– Sell
-10,142
Closed -$793K – 283
2021
Q3 		$793K Buy
10,142
+5,662
+126% +$468K 0.23% 122
2021
Q2 		$379K Buy
+4,480
New +$383K 0.12% 177

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BCM
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Vanguard Group
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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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Strategic Wealth Partners's ALRM Position: Q4 2021 in Review

Strategic Wealth Partners sold out of Alarm.com (ALRM) in Q4 2021, closing a stake of 10,142 shares — an estimated $793K sold.

Strategic Wealth Partners first reported a position in ALRM in Q2 2021 and held it in 2 quarters. The position peaked at $793K in Q3 2021. 273 funds tracked by Wall St. Rank hold ALRM as of Q4 2021.

  • Strategic Wealth Partners reported no remaining Alarm.com position as of Q4 2021 after selling out during the quarter.
  • Strategic Wealth Partners sold 10,142 Alarm.com shares in Q4 2021, an estimated $793K.
  • Strategic Wealth Partners first reported a position in Alarm.com in Q2 2021 and held it in 2 quarters.
  • Strategic Wealth Partners's Alarm.com position peaked at $793K in Q3 2021.
  • 273 funds tracked by Wall St. Rank held Alarm.com as of Q4 2021.

Based on Strategic Wealth Partners's 13F filing for Q4 2021, filed 11 Feb 2022.