Washington Trust Advisors’s Alarm.com ALRM Stock Holding History

Washington Trust 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
2025 Q2	–	Sell	-11	Closed	-$612	–	638
2025 Q1	$612	Sell	11 -765	-99%	-$45.9K	﹤0.01%	633
2024 Q4	$47.2K	Hold	776	–	–	﹤0.01%	333
2024 Q3	$42.4K	Hold	776	–	–	﹤0.01%	341
2024 Q2	$49.3K	Buy	776 +11	+1%	+$727	﹤0.01%	323
2024 Q1	$55.4K	Hold	765	–	–	0.01%	305
2023 Q4	$49.4K	Hold	765	–	–	﹤0.01%	310
2023 Q3	$46.8K	Hold	765	–	–	﹤0.01%	310
2023 Q2	$39.5K	Hold	765	–	–	﹤0.01%	320
2023 Q1	$38.5K	Hold	765	–	–	﹤0.01%	341
2022 Q4	$37.9K	Hold	765	–	–	﹤0.01%	337
2022 Q3	$50K	Hold	765	–	–	﹤0.01%	384
2022 Q2	$47K	Hold	765	–	–	﹤0.01%	408
2022 Q1	$51K	Hold	765	–	–	﹤0.01%	443
2021 Q4	$65K	Buy	+765	New	+$62.6K	﹤0.01%	427

Other funds holding ALRM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return