SWA
ALRM icon

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 $5.7T 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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return