UCFA
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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
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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

United Capital Financial Advisors's ALRM Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Alarm.com (ALRM) in Q4 2022, closing a stake of 8,259 shares — an estimated $536K sold.

United Capital Financial Advisors first reported a position in ALRM in Q4 2018 and held it in 16 quarters. The position peaked at $792K in Q4 2020. 246 funds tracked by Wall St. Rank hold ALRM as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Alarm.com position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 8,259 Alarm.com shares in Q4 2022, an estimated $536K.
  • United Capital Financial Advisors first reported a position in Alarm.com in Q4 2018 and held it in 16 quarters.
  • United Capital Financial Advisors's Alarm.com position peaked at $792K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Alarm.com as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.