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Wealthcare Advisory Partners’s Alarm.com ALRM Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-17
Closed -$1K – 592
2021
Q1 		$1K Buy
+17
New +$1.6K ﹤0.01% 1951
2020
Q2 		– Sell
-17
Closed -$1K – 354
2020
Q1 		$1K Hold
17
– – ﹤0.01% 1354
2019
Q4 		$1K Hold
17
– – ﹤0.01% 1301
2019
Q3 		$1K Hold
17
– – ﹤0.01% 1266
2019
Q2 		$1K Buy
+17
New +$1.05K ﹤0.01% 1229

Other funds holding ALRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Wealthcare Advisory Partners's ALRM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Alarm.com (ALRM) in Q2 2021, closing a stake of 17 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in ALRM in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q1 2021. 282 funds tracked by Wall St. Rank hold ALRM as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Alarm.com position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 17 Alarm.com shares in Q2 2021, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Alarm.com in Q2 2019 and held it in 5 quarters.
  • Wealthcare Advisory Partners's Alarm.com position peaked at $1K in Q1 2021.
  • 282 funds tracked by Wall St. Rank held Alarm.com as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.