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Clearview Wealth Advisors’s Tyler Technologies TYL Stock Holding History

Clearview Wealth Advisors’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
Q2 		– Sell
-733
Closed -$312K – 119
2024
Q1 		$312K Buy
+733
New +$313K 0.32% 85
2023
Q4 		– Sell
-3,216
Closed -$1.24M – 132
2023
Q3 		$1.24M Buy
3,216
+318
+11% +$125K 1.54% 11
2023
Q2 		$1.21M Buy
2,898
+280
+11% +$108K 1.23% 17
2023
Q1 		$928K Buy
+2,618
New +$852K 0.94% 21

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 $153B AUM 38.14% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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 $1.89T AUM 35.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearview Wealth Advisors's TYL Position: Q2 2024 in Review

Clearview Wealth Advisors sold out of Tyler Technologies (TYL) in Q2 2024, closing a stake of 733 shares — an estimated $312K sold.

Clearview Wealth Advisors first reported a position in TYL in Q1 2023 and held it in 4 quarters. The position peaked at $1.24M in Q3 2023. 728 funds tracked by Wall St. Rank hold TYL as of Q2 2024.

  • Clearview Wealth Advisors reported no remaining Tyler Technologies position as of Q2 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 733 Tyler Technologies shares in Q2 2024, an estimated $312K.
  • Clearview Wealth Advisors first reported a position in Tyler Technologies in Q1 2023 and held it in 4 quarters.
  • Clearview Wealth Advisors's Tyler Technologies position peaked at $1.24M in Q3 2023.
  • 728 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2024.

Based on Clearview Wealth Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.