YorkBridge Wealth Partners’s Alarm.com ALRM Stock Holding History

YorkBridge Wealth 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
2022 Q4	$228K	Sell	4,599 -672	-13%	-$37.1K	0.06%	232
2022 Q3	$342K	Buy	5,271 +1,017	+24%	+$69.8K	0.09%	169
2022 Q2	$263K	Sell	4,254 -33	-0.8%	-$2.03K	0.07%	223
2022 Q1	$285K	Buy	4,287 +1,494	+53%	+$106K	0.06%	246
2021 Q4	$237K	Buy	+2,793	New	+$228K	0.05%	260
2019 Q2	–	Sell	-209	Closed	-$14K	–	747
2019 Q1	$14K	Sell	209 -153	-42%	-$9.28K	0.01%	511
2018 Q4	$19K	Sell	362 -93	-20%	-$4.5K	0.01%	470
2018 Q3	$26K	Sell	455 -156	-26%	-$7.84K	0.01%	456
2018 Q2	$25K	Buy	611 +22	+4%	+$913	0.01%	470
2018 Q1	$23K	Buy	+589	New	+$22.2K	0.01%	483

Other funds holding ALRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

YorkBridge Wealth Partners's ALRM Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Alarm.com (ALRM) stake by 13% in Q4 2022, selling an estimated $37.1K and leaving 4,599 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #232.

YorkBridge Wealth Partners first reported a position in ALRM in Q1 2018 and has held it in 10 quarters since. The position peaked at $342K in Q3 2022. 246 funds tracked by Wall St. Rank hold ALRM as of Q4 2022.

YorkBridge Wealth Partners held 4,599 shares of Alarm.com worth $228K as of Q4 2022.
YorkBridge Wealth Partners sold 672 Alarm.com shares in Q4 2022, an estimated $37.1K.
Alarm.com made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #232 holding.
YorkBridge Wealth Partners first reported a position in Alarm.com in Q1 2018 and has held it in 10 quarters since.
YorkBridge Wealth Partners's Alarm.com position peaked at $342K in Q3 2022.
246 funds tracked by Wall St. Rank held Alarm.com as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.