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CM Wealth Advisors’s Tyler Technologies TYL Stock Holding History

CM 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
2023
Q2 		– Sell
-2,646
Closed -$971K – 411
2023
Q1 		$971K Buy
+2,646
New +$861K 0.19% 166

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 $3.38T AUM 44.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

CM Wealth Advisors's TYL Position: Q2 2023 in Review

CM Wealth Advisors sold out of Tyler Technologies (TYL) in Q2 2023, closing a stake of 2,646 shares — an estimated $971K sold.

CM Wealth Advisors first reported a position in TYL in Q1 2023 and held it in 1 quarter. The position peaked at $971K in Q1 2023. 646 funds tracked by Wall St. Rank hold TYL as of Q2 2023.

  • CM Wealth Advisors reported no remaining Tyler Technologies position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 2,646 Tyler Technologies shares in Q2 2023, an estimated $971K.
  • CM Wealth Advisors first reported a position in Tyler Technologies in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Tyler Technologies position peaked at $971K in Q1 2023.
  • 646 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.