EWA
TYL icon

Exencial Wealth Advisors’s Tyler Technologies TYL Stock Holding History

Exencial 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
2021
Q2 		– Sell
-519
Closed -$220K – 464
2021
Q1 		$220K Buy
+519
New +$224K 0.01% 407
2020
Q2 		– Sell
-809
Closed -$240K – 328
2020
Q1 		$240K Hold
809
– – 0.04% 210
2019
Q4 		$243K Buy
+809
New +$225K 0.04% 236

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Exencial Wealth Advisors's TYL Position: Q2 2021 in Review

Exencial Wealth Advisors sold out of Tyler Technologies (TYL) in Q2 2021, closing a stake of 519 shares — an estimated $220K sold.

Exencial Wealth Advisors first reported a position in TYL in Q4 2019 and held it in 3 quarters. The position peaked at $243K in Q4 2019. 616 funds tracked by Wall St. Rank hold TYL as of Q2 2021.

  • Exencial Wealth Advisors reported no remaining Tyler Technologies position as of Q2 2021 after selling out during the quarter.
  • Exencial Wealth Advisors sold 519 Tyler Technologies shares in Q2 2021, an estimated $220K.
  • Exencial Wealth Advisors first reported a position in Tyler Technologies in Q4 2019 and held it in 3 quarters.
  • Exencial Wealth Advisors's Tyler Technologies position peaked at $243K in Q4 2019.
  • 616 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2021.

Based on Exencial Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.