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Wipfli Financial Advisors’s Alarm.com ALRM Stock Holding History

Wipfli Financial 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
2022
Q3 		$13K Buy
+193
New +$13.2K ﹤0.01% 1731

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wipfli Financial Advisors's ALRM Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Alarm.com (ALRM) in Q3 2022: 193 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1731 among its holdings.

255 funds tracked by Wall St. Rank hold ALRM as of Q3 2022.

  • Wipfli Financial Advisors held 193 shares of Alarm.com worth $13K as of Q3 2022.
  • Alarm.com was a new Wipfli Financial Advisors position in Q3 2022.
  • Alarm.com made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1731 holding.
  • 255 funds tracked by Wall St. Rank held Alarm.com as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.