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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
-1,500
Closed -$97K – 1584
2020
Q2 		$97K Buy
+1,500
New +$75.5K 0.01% 514

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ACM
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RP
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Janus Henderson Group
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State Street
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GCM
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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.