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SYSTM Wealth Solutions’s Alarm.com ALRM Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-87
Closed -$6.3K – 673
2024
Q1 		$6.3K Hold
87
– – ﹤0.01% 818
2023
Q4 		$5.62K Buy
+87
New +$4.99K ﹤0.01% 879

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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

SYSTM Wealth Solutions's ALRM Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Alarm.com (ALRM) in Q2 2024, closing a stake of 87 shares — an estimated $6.3K sold.

SYSTM Wealth Solutions first reported a position in ALRM in Q4 2023 and held it in 2 quarters. The position peaked at $6.3K in Q1 2024. 297 funds tracked by Wall St. Rank hold ALRM as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Alarm.com position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 87 Alarm.com shares in Q2 2024, an estimated $6.3K.
  • SYSTM Wealth Solutions first reported a position in Alarm.com in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Alarm.com position peaked at $6.3K in Q1 2024.
  • 297 funds tracked by Wall St. Rank held Alarm.com as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.