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Tradition Wealth Management’s Alarm.com ALRM Stock Holding History

Tradition Wealth Management’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
2021
Q3 		– Sell
-809
Closed -$69K – 1158
2021
Q2 		$69K Buy
+809
New +$69.1K 0.01% 461

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Tradition Wealth Management's ALRM Position: Q3 2021 in Review

Tradition Wealth Management sold out of Alarm.com (ALRM) in Q3 2021, closing a stake of 809 shares — an estimated $69K sold.

Tradition Wealth Management first reported a position in ALRM in Q2 2021 and held it in 1 quarter. The position peaked at $69K in Q2 2021. 267 funds tracked by Wall St. Rank hold ALRM as of Q3 2021.

  • Tradition Wealth Management reported no remaining Alarm.com position as of Q3 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 809 Alarm.com shares in Q3 2021, an estimated $69K.
  • Tradition Wealth Management first reported a position in Alarm.com in Q2 2021 and held it in 1 quarter.
  • Tradition Wealth Management's Alarm.com position peaked at $69K in Q2 2021.
  • 267 funds tracked by Wall St. Rank held Alarm.com as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.