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Clear Perspectives Financial Planning’s Tyler Technologies TYL Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		– Sell
-1
Closed -$322 – 236
2022
Q4 		$322 Buy
+1
New +$327 ﹤0.01% 212

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 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

Clear Perspectives Financial Planning's TYL Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Tyler Technologies (TYL) in Q1 2023, closing a stake of 1 share — an estimated $322 sold.

Clear Perspectives Financial Planning first reported a position in TYL in Q4 2022 and held it in 1 quarter. The position peaked at $322 in Q4 2022. 616 funds tracked by Wall St. Rank hold TYL as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Tyler Technologies position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 1 Tyler Technologies share in Q1 2023, an estimated $322.
  • Clear Perspectives Financial Planning first reported a position in Tyler Technologies in Q4 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Tyler Technologies position peaked at $322 in Q4 2022.
  • 616 funds tracked by Wall St. Rank held Tyler Technologies as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.