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Curi Wealth Management’s Tyler Technologies TYL Stock Holding History

Curi 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
2022
Q3 		– Sell
-536
Closed -$178K – 653
2022
Q2 		$178K Buy
536
+14
+3% +$5.13K 0.03% 128
2022
Q1 		$232K Buy
522
+35
+7% +$15.7K 0.04% 108
2021
Q4 		$261K Hold
487
– – 0.05% 99
2021
Q3 		$223K Hold
487
– – 0.1% 85
2021
Q2 		$220K Hold
487
– – 0.11% 85
2021
Q1 		$206K Hold
487
– – 0.13% 86
2020
Q4 		$212K Buy
+487
New +$201K 0.15% 80

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Curi Wealth Management's TYL Position: Q3 2022 in Review

Curi Wealth Management sold out of Tyler Technologies (TYL) in Q3 2022, closing a stake of 536 shares — an estimated $178K sold.

Curi Wealth Management first reported a position in TYL in Q4 2020 and held it in 7 quarters. The position peaked at $261K in Q4 2021. 608 funds tracked by Wall St. Rank hold TYL as of Q3 2022.

  • Curi Wealth Management reported no remaining Tyler Technologies position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 536 Tyler Technologies shares in Q3 2022, an estimated $178K.
  • Curi Wealth Management first reported a position in Tyler Technologies in Q4 2020 and held it in 7 quarters.
  • Curi Wealth Management's Tyler Technologies position peaked at $261K in Q4 2021.
  • 608 funds tracked by Wall St. Rank held Tyler Technologies as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.