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Cherry Tree Wealth Management’s Tyler Technologies TYL Stock Holding History

Cherry Tree 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
Q1 		– Sell
-17
Closed -$7.11K – 622
2023
Q4 		$7.11K Hold
17
– – ﹤0.01% 396
2023
Q3 		$6.57K Hold
17
– – ﹤0.01% 381
2023
Q2 		$7.08K Buy
+17
New +$6.55K ﹤0.01% 372

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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Cherry Tree Wealth Management's TYL Position: Q1 2024 in Review

Cherry Tree Wealth Management sold out of Tyler Technologies (TYL) in Q1 2024, closing a stake of 17 shares — an estimated $7.11K sold.

Cherry Tree Wealth Management first reported a position in TYL in Q2 2023 and held it in 3 quarters. The position peaked at $7.11K in Q4 2023. 705 funds tracked by Wall St. Rank hold TYL as of Q1 2024.

  • Cherry Tree Wealth Management reported no remaining Tyler Technologies position as of Q1 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 17 Tyler Technologies shares in Q1 2024, an estimated $7.11K.
  • Cherry Tree Wealth Management first reported a position in Tyler Technologies in Q2 2023 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Tyler Technologies position peaked at $7.11K in Q4 2023.
  • 705 funds tracked by Wall St. Rank held Tyler Technologies as of Q1 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.