TWA
ALRM icon

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 $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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return