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Cassady Schiller Wealth Management’s Tyler Technologies TYL Stock Holding History

Cassady Schiller 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 		$1.73K Buy
+3
New +$1.81K ﹤0.01% 616
2022
Q1 		– Sell
-1
Closed -$1K – 565
2021
Q4 		$1K Buy
+1
New +$518 ﹤0.01% 514

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

Cassady Schiller Wealth Management's TYL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Tyler Technologies (TYL) in Q4 2024: 3 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in TYL as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in TYL in Q4 2021 and has held it in 2 quarters since. 821 funds tracked by Wall St. Rank hold TYL as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of Tyler Technologies worth $1.73K as of Q4 2024.
  • Tyler Technologies was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Tyler Technologies made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #616 holding.
  • Cassady Schiller Wealth Management first reported a position in Tyler Technologies in Q4 2021 and has held it in 2 quarters since.
  • 821 funds tracked by Wall St. Rank held Tyler Technologies as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.