VWM
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Venturi Wealth Management’s Alarm.com ALRM Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-124
Closed -$7.54K – 611
2024
Q4 		$7.54K Hold
124
– – ﹤0.01% 1519
2024
Q3 		$6.78K Hold
124
– – ﹤0.01% 1305
2024
Q2 		$7.88K Hold
124
– – ﹤0.01% 1148
2024
Q1 		$8.99K Hold
124
– – ﹤0.01% 954
2023
Q4 		$8.01K Sell
124
-51
-29% -$2.93K ﹤0.01% 928
2023
Q3 		$10.7K Hold
175
– – ﹤0.01% 797
2023
Q2 		$9.04K Hold
175
– – ﹤0.01% 667
2023
Q1 		$8.8K Buy
+175
New +$9.01K ﹤0.01% 736
2021
Q2 		– Sell
-2,670
Closed -$231K – 311
2021
Q1 		$231K Buy
2,670
+128
+5% +$12.1K 0.02% 283
2020
Q4 		$263K Buy
+2,542
New +$184K 0.03% 265

Other funds holding ALRM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
GCM
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return