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Wealth Alliance’s Alarm.com ALRM Stock Holding History

Wealth Alliance’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
2024
Q2 		– Sell
-3,526
Closed -$256K – 513
2024
Q1 		$256K Buy
3,526
+66
+2% +$4.48K 0.03% 439
2023
Q4 		$224K Buy
+3,460
New +$198K 0.03% 463

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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 $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Alliance's ALRM Position: Q2 2024 in Review

Wealth Alliance sold out of Alarm.com (ALRM) in Q2 2024, closing a stake of 3,526 shares — an estimated $256K sold.

Wealth Alliance first reported a position in ALRM in Q4 2023 and held it in 2 quarters. The position peaked at $256K in Q1 2024. 298 funds tracked by Wall St. Rank hold ALRM as of Q2 2024.

  • Wealth Alliance reported no remaining Alarm.com position as of Q2 2024 after selling out during the quarter.
  • Wealth Alliance sold 3,526 Alarm.com shares in Q2 2024, an estimated $256K.
  • Wealth Alliance first reported a position in Alarm.com in Q4 2023 and held it in 2 quarters.
  • Wealth Alliance's Alarm.com position peaked at $256K in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Alarm.com as of Q2 2024.

Based on Wealth Alliance's 13F filing for Q2 2024, filed 9 Aug 2024.