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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

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Valeo Financial Advisors's ALRM Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Alarm.com (ALRM) in Q3 2020, closing a stake of 39 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in ALRM in Q3 2017 and held it in 12 quarters. The position peaked at $3K in Q2 2020. 248 funds tracked by Wall St. Rank hold ALRM as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Alarm.com position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 39 Alarm.com shares in Q3 2020, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Alarm.com in Q3 2017 and held it in 12 quarters.
  • Valeo Financial Advisors's Alarm.com position peaked at $3K in Q2 2020.
  • 248 funds tracked by Wall St. Rank held Alarm.com as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.