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Heritage Wealth Management (Arizona)’s Tyler Technologies TYL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$556K Buy
1,726
+864
+100% +$282K 0.08% 192
2022
Q3 		$300K Sell
862
-2
-0.2% -$744 0.1% 152
2022
Q2 		$287K Sell
864
-9
-1% -$3.3K 0.1% 162
2022
Q1 		$388K Buy
+873
New +$393K 0.1% 155
2021
Q3 		$382K Sell
832
-90
-10% -$43K 0.14% 118
2021
Q2 		$417K Buy
+922
New +$392K 0.16% 110

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TYL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Tyler Technologies (TYL) stake by 100% in Q4 2022, buying an estimated $282K and bringing the position to 1,726 shares worth $556K. The position accounts for 0.08% of the portfolio, ranked #192.

Heritage Wealth Management (Arizona) first reported a position in TYL in Q2 2021 and has held it in 6 quarters since. 609 funds tracked by Wall St. Rank hold TYL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,726 shares of Tyler Technologies worth $556K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 864 Tyler Technologies shares in Q4 2022, an estimated $282K.
  • Tyler Technologies made up 0.08% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #192 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Tyler Technologies in Q2 2021 and has held it in 6 quarters since.
  • 609 funds tracked by Wall St. Rank held Tyler Technologies as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.