SWA
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Sutton Wealth Advisors’s Alarm.com ALRM Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-541
Closed -$26.8K – 833
2022
Q4 		$26.8K Sell
541
-315
-37% -$17.4K 0.01% 583
2022
Q3 		$55.5K Buy
856
+180
+27% +$12.4K 0.02% 358
2022
Q2 		$41.8K Sell
676
-96
-12% -$5.9K 0.02% 431
2022
Q1 		$51.3K Buy
772
+78
+11% +$5.52K 0.02% 390
2021
Q4 		$58.9K Buy
694
+70
+11% +$5.73K 0.02% 372
2021
Q3 		$48.8K Hold
624
– – 0.02% 400
2021
Q2 		$52.9K Buy
624
+71
+13% +$6.07K 0.02% 392
2021
Q1 		$47.8K Buy
553
+14
+3% +$1.32K 0.02% 405
2020
Q4 		$55.8K Hold
539
– – 0.02% 329
2020
Q3 		$29.8K Hold
539
– – 0.01% 433
2020
Q2 		$34.9K Hold
539
– – 0.02% 382
2020
Q1 		$21K Hold
539
– – 0.01% 467
2019
Q4 		$23.2K Hold
539
– – 0.01% 541
2019
Q3 		$25.1K Hold
539
– – 0.01% 503
2019
Q2 		$28.8K Hold
539
– – 0.02% 468
2019
Q1 		$35K Hold
539
– – 0.02% 389
2018
Q4 		$28K Buy
539
+156
+41% +$7.54K 0.02% 421
2018
Q3 		$22K Hold
383
– – 0.01% 555
2018
Q2 		$15.5K Hold
383
– – 0.01% 696
2018
Q1 		$14.5K Buy
+383
New +$14.4K 0.01% 686

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sutton Wealth Advisors's ALRM Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Alarm.com (ALRM) in Q1 2023, closing a stake of 541 shares — an estimated $26.8K sold.

Sutton Wealth Advisors first reported a position in ALRM in Q1 2018 and held it in 20 quarters. The position peaked at $58.9K in Q4 2021. 247 funds tracked by Wall St. Rank hold ALRM as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Alarm.com position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 541 Alarm.com shares in Q1 2023, an estimated $26.8K.
  • Sutton Wealth Advisors first reported a position in Alarm.com in Q1 2018 and held it in 20 quarters.
  • Sutton Wealth Advisors's Alarm.com position peaked at $58.9K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Alarm.com as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.