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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 $6.73T AUM 46.02% 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 $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Venturi Wealth Management's ALRM Position: Q1 2025 in Review

Venturi Wealth Management sold out of Alarm.com (ALRM) in Q1 2025, closing a stake of 124 shares — an estimated $7.54K sold.

Venturi Wealth Management first reported a position in ALRM in Q4 2020 and held it in 10 quarters. The position peaked at $263K in Q4 2020. 308 funds tracked by Wall St. Rank hold ALRM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Alarm.com position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 124 Alarm.com shares in Q1 2025, an estimated $7.54K.
  • Venturi Wealth Management first reported a position in Alarm.com in Q4 2020 and held it in 10 quarters.
  • Venturi Wealth Management's Alarm.com position peaked at $263K in Q4 2020.
  • 308 funds tracked by Wall St. Rank held Alarm.com as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.