United Capital Financial Advisors’s Alarm.com ALRM Stock Holding History

United Capital Financial 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
2022 Q4	–	Sell	-8,259	Closed	-$536K	–	1038
2022 Q3	$536K	Sell	8,259 -3	-0%	-$206	﹤0.01%	745
2022 Q2	$511K	Buy	8,262 +197	+2%	+$12.1K	﹤0.01%	789
2022 Q1	$536K	Buy	8,065 +232	+3%	+$16.4K	﹤0.01%	820
2021 Q4	$664K	Buy	7,833 +333	+4%	+$27.2K	﹤0.01%	786
2021 Q3	$586K	Hold	7,500	–	–	﹤0.01%	816
2021 Q2	$635K	Sell	7,500 -92	-1%	-$7.86K	﹤0.01%	811
2021 Q1	$656K	Sell	7,592 -68	-0.9%	-$6.41K	﹤0.01%	774
2020 Q4	$792K	Buy	7,660 +101	+1%	+$7.33K	﹤0.01%	738
2020 Q3	$418K	Buy	7,559 +89	+1%	+$5.5K	﹤0.01%	873
2020 Q2	$484K	Sell	7,470 -1,056	-12%	-$53.1K	﹤0.01%	876
2020 Q1	$332K	Hold	8,526	–	–	﹤0.01%	951
2019 Q4	$366K	Hold	8,526	–	–	﹤0.01%	1073
2019 Q3	$398K	Buy	8,526 +174	+2%	+$8.53K	﹤0.01%	1012
2019 Q2	$447K	Hold	8,352	–	–	﹤0.01%	1083
2019 Q1	$542K	Hold	8,352	–	–	﹤0.01%	957
2018 Q4	$433K	Buy	+8,352	New	+$404K	﹤0.01%	960

Other funds holding ALRM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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