CWP
TYL icon

Concord Wealth Partners’s Tyler Technologies TYL Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-5
Closed -$2.88K – 972
2024
Q4 		$2.88K Hold
5
– – ﹤0.01% 674
2024
Q3 		$2.92K Buy
+5
New +$2.81K ﹤0.01% 706
2024
Q1 		– Sell
-410
Closed -$171K – 904
2023
Q4 		$171K Buy
410
+36
+10% +$14.4K 0.03% 219
2023
Q3 		$144K Buy
+374
New +$147K 0.03% 231
2022
Q2 		– Sell
-9
Closed -$4K – 1380
2022
Q1 		$4K Buy
+9
New +$4.05K ﹤0.01% 986

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Concord Wealth Partners's TYL Position: Q1 2025 in Review

Concord Wealth Partners sold out of Tyler Technologies (TYL) in Q1 2025, closing a stake of 5 shares — an estimated $2.88K sold.

Concord Wealth Partners first reported a position in TYL in Q1 2022 and held it in 5 quarters. The position peaked at $171K in Q4 2023. 845 funds tracked by Wall St. Rank hold TYL as of Q1 2025.

  • Concord Wealth Partners reported no remaining Tyler Technologies position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 5 Tyler Technologies shares in Q1 2025, an estimated $2.88K.
  • Concord Wealth Partners first reported a position in Tyler Technologies in Q1 2022 and held it in 5 quarters.
  • Concord Wealth Partners's Tyler Technologies position peaked at $171K in Q4 2023.
  • 845 funds tracked by Wall St. Rank held Tyler Technologies as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.