Wealthspire Advisors (Maryland)’s Alarm.com ALRM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-695	Closed	-$45K	–	517
2019 Q1	$45K	Hold	695	–	–	﹤0.01%	930
2018 Q4	$36K	Buy	695 +36	+5%	+$1.74K	﹤0.01%	983
2018 Q3	$38K	Buy	659 +59	+10%	+$2.97K	﹤0.01%	1061
2018 Q2	$24K	Hold	600	–	–	﹤0.01%	1236
2018 Q1	$23K	Hold	600	–	–	﹤0.01%	1248
2017 Q4	$23K	Hold	600	–	–	﹤0.01%	1277
2017 Q3	$27K	Hold	600	–	–	﹤0.01%	1190
2017 Q2	$23K	Hold	600	–	–	﹤0.01%	1211
2017 Q1	$18K	Hold	600	–	–	﹤0.01%	1116
2016 Q4	$17K	Hold	600	–	–	﹤0.01%	1064
2016 Q3	$17K	Hold	600	–	–	﹤0.01%	1102
2016 Q2	$15K	Hold	600	–	–	﹤0.01%	1091
2016 Q1	$14K	Buy	600 +150	+33%	+$2.74K	﹤0.01%	1094
2015 Q4	$8K	Buy	+450	New	+$6.85K	﹤0.01%	1240

Other funds holding ALRM

TCMV

Technology Crossover Management VII Menlo Park, California $107M AUM 51.05% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ALRM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Alarm.com (ALRM) in Q2 2019, closing a stake of 695 shares — an estimated $45K sold.

Wealthspire Advisors (Maryland) first reported a position in ALRM in Q4 2015 and held it in 14 quarters. The position peaked at $45K in Q1 2019. 248 funds tracked by Wall St. Rank hold ALRM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Alarm.com position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 695 Alarm.com shares in Q2 2019, an estimated $45K.
Wealthspire Advisors (Maryland) first reported a position in Alarm.com in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Alarm.com position peaked at $45K in Q1 2019.
248 funds tracked by Wall St. Rank held Alarm.com as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.