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Carolinas Wealth Consulting’s Tyler Technologies TYL Stock Holding History

Carolinas Wealth Consulting’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
2025
Q1 		– Sell
-1
Closed -$577 – 1093
2024
Q4 		$577 Sell
1
-2
-67% -$1.21K ﹤0.01% 995
2024
Q3 		$1.47K Buy
3
+1
+50% +$563 ﹤0.01% 864
2024
Q2 		$767 Hold
2
– – ﹤0.01% 939
2024
Q1 		$694 Buy
+2
New +$854 ﹤0.01% 950

Other funds holding TYL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $204B AUM 27.99% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's TYL Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Tyler Technologies (TYL) in Q1 2025, closing a stake of 1 share — an estimated $577 sold.

Carolinas Wealth Consulting first reported a position in TYL in Q1 2024 and held it in 4 quarters. The position peaked at $1.47K in Q3 2024. 846 funds tracked by Wall St. Rank hold TYL as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Tyler Technologies position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1 Tyler Technologies share in Q1 2025, an estimated $577.
  • Carolinas Wealth Consulting first reported a position in Tyler Technologies in Q1 2024 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Tyler Technologies position peaked at $1.47K in Q3 2024.
  • 846 funds tracked by Wall St. Rank held Tyler Technologies as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.