VFA
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Valeo Financial Advisors’s Alarm.com ALRM Stock Holding History

Valeo 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
2020
Q3 		– Sell
-39
Closed -$3K – 1585
2020
Q2 		$3K Hold
39
– – ﹤0.01% 1648
2020
Q1 		$2K Hold
39
– – ﹤0.01% 1479
2019
Q4 		$2K Hold
39
– – ﹤0.01% 1436
2019
Q3 		$2K Buy
39
+19
+95% +$931 ﹤0.01% 1360
2019
Q2 		$1K Hold
20
– – ﹤0.01% 1458
2019
Q1 		$1K Hold
20
– – ﹤0.01% 1423
2018
Q4 		$1K Hold
20
– – ﹤0.01% 1355
2018
Q3 		$1K Hold
20
– – ﹤0.01% 1573
2018
Q2 		$1K Hold
20
– – ﹤0.01% 1419
2018
Q1 		$1K Hold
20
– – ﹤0.01% 1398
2017
Q4 		$1K Hold
20
– – ﹤0.01% 1244
2017
Q3 		$1K Buy
+20
New +$828 ﹤0.01% 1071

Other funds holding ALRM

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BCM
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Vanguard Group
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return