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TCI Wealth Advisors’s Alarm.com ALRM Stock Holding History

TCI 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
Q2 		– Sell
-122
Closed -$6.13K – 285
2023
Q1 		$6.13K Buy
122
+108
+771% +$5.56K ﹤0.01% 1391
2022
Q4 		$693 Sell
14
-68
-83% -$3.75K ﹤0.01% 2175
2022
Q3 		$5K Buy
82
+1
+1% +$69 ﹤0.01% 1411
2022
Q2 		$5K Buy
+81
New +$4.98K ﹤0.01% 1437
2022
Q1 		– Sell
-117
Closed -$10K – 2208
2021
Q4 		$10K Buy
117
+15
+15% +$1.23K ﹤0.01% 1139
2021
Q3 		$8K Buy
102
+29
+40% +$2.4K ﹤0.01% 1218
2021
Q2 		$6K Buy
73
+51
+232% +$4.36K ﹤0.01% 1273
2021
Q1 		$2K Buy
+22
New +$2.07K ﹤0.01% 1650
2019
Q4 		– Sell
-32
Closed -$1K – 1522
2019
Q3 		$1K Buy
+32
New +$1.57K ﹤0.01% 1213

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCI Wealth Advisors's ALRM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Alarm.com (ALRM) in Q2 2023, closing a stake of 122 shares — an estimated $6.13K sold.

TCI Wealth Advisors first reported a position in ALRM in Q3 2019 and held it in 9 quarters. The position peaked at $10K in Q4 2021. 252 funds tracked by Wall St. Rank hold ALRM as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Alarm.com position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 122 Alarm.com shares in Q2 2023, an estimated $6.13K.
  • TCI Wealth Advisors first reported a position in Alarm.com in Q3 2019 and held it in 9 quarters.
  • TCI Wealth Advisors's Alarm.com position peaked at $10K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held Alarm.com as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.