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Westwood Holdings Group’s Alarm.com ALRM Stock Holding History

Westwood Holdings Group’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
2023
Q3 		– Sell
-7,938
Closed -$410K – 454
2023
Q2 		$410K Buy
+7,938
New +$391K ﹤0.01% 417

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Vanguard Group
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BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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
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
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

Westwood Holdings Group's ALRM Position: Q3 2023 in Review

Westwood Holdings Group sold out of Alarm.com (ALRM) in Q3 2023, closing a stake of 7,938 shares — an estimated $410K sold.

Westwood Holdings Group first reported a position in ALRM in Q2 2023 and held it in 1 quarter. The position peaked at $410K in Q2 2023. 249 funds tracked by Wall St. Rank hold ALRM as of Q3 2023.

  • Westwood Holdings Group reported no remaining Alarm.com position as of Q3 2023 after selling out during the quarter.
  • Westwood Holdings Group sold 7,938 Alarm.com shares in Q3 2023, an estimated $410K.
  • Westwood Holdings Group first reported a position in Alarm.com in Q2 2023 and held it in 1 quarter.
  • Westwood Holdings Group's Alarm.com position peaked at $410K in Q2 2023.
  • 249 funds tracked by Wall St. Rank held Alarm.com as of Q3 2023.

Based on Westwood Holdings Group's 13F filing for Q3 2023, filed 14 Nov 2023.