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Atlantic Edge Private Wealth Management’s Tyler Technologies TYL Stock Holding History

Atlantic Edge Private Wealth Management’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11
Closed -$6.42K – 513
2024
Q3 		$6.42K Hold
11
– – ﹤0.01% 372
2024
Q2 		$5.53K Hold
11
– – ﹤0.01% 363
2024
Q1 		$4.68K Hold
11
– – ﹤0.01% 390
2023
Q4 		$4.6K Buy
+11
New +$4.4K ﹤0.01% 371

Other funds holding TYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atlantic Edge Private Wealth Management's TYL Position: Q4 2024 in Review

Atlantic Edge Private Wealth Management sold out of Tyler Technologies (TYL) in Q4 2024, closing a stake of 11 shares — an estimated $6.42K sold.

Atlantic Edge Private Wealth Management first reported a position in TYL in Q4 2023 and held it in 4 quarters. The position peaked at $6.42K in Q3 2024. 821 funds tracked by Wall St. Rank hold TYL as of Q4 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Tyler Technologies position as of Q4 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 11 Tyler Technologies shares in Q4 2024, an estimated $6.42K.
  • Atlantic Edge Private Wealth Management first reported a position in Tyler Technologies in Q4 2023 and held it in 4 quarters.
  • Atlantic Edge Private Wealth Management's Tyler Technologies position peaked at $6.42K in Q3 2024.
  • 821 funds tracked by Wall St. Rank held Tyler Technologies as of Q4 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.