Icon Wealth Partners’s Tyler Technologies TYL Stock Holding History

Icon 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
2023 Q3	$913K	Sell	2,365 -167	-7%	-$65.6K	0.1%	123
2023 Q2	$1.05M	Sell	2,532 -342	-12%	-$132K	0.11%	130
2023 Q1	$1.02M	Buy	+2,874	New	+$935K	0.11%	138
2022 Q2	$1.05M	Sell	3,147 -697	-18%	-$255K	0.13%	130
2022 Q1	$1.71M	Sell	3,844 -455	-11%	-$205K	0.17%	107
2021 Q4	$2.31M	Buy	4,299 +26	+0.6%	+$13.5K	0.23%	98
2021 Q3	$1.96M	Buy	4,273 +208	+5%	+$99.3K	0.21%	109
2021 Q2	$1.84M	Buy	4,065 +483	+13%	+$205K	0.2%	111
2021 Q1	$1.52M	Buy	3,582 +767	+27%	+$331K	0.19%	111
2020 Q4	$1.23M	Buy	2,815 +612	+28%	+$252K	0.19%	102
2020 Q3	$768K	Buy	+2,203	New	+$762K	0.15%	114
2019 Q2	–	Sell	-258	Closed	-$53K	–	727
2019 Q1	$53K	Buy	+258	New	+$51.1K	0.02%	355
2018 Q3	–	Sell	-192	Closed	-$43K	–	697
2018 Q2	$43K	Buy	+192	New	+$43.2K	0.02%	422
2018 Q1	–	Sell	-198	Closed	-$35K	–	695
2017 Q4	$35K	Buy	+198	New	+$35.2K	0.02%	495

Other funds holding TYL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Icon Wealth Partners's TYL Position: Q3 2023 in Review

Icon Wealth Partners reduced its Tyler Technologies (TYL) stake by 6.6% in Q3 2023, selling an estimated $65.6K and leaving 2,365 shares worth $913K. The position accounts for 0.1% of the portfolio, ranked #123.

Icon Wealth Partners first reported a position in TYL in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.31M in Q4 2021. 644 funds tracked by Wall St. Rank hold TYL as of Q3 2023.

Icon Wealth Partners held 2,365 shares of Tyler Technologies worth $913K as of Q3 2023.
Icon Wealth Partners sold 167 Tyler Technologies shares in Q3 2023, an estimated $65.6K.
Tyler Technologies made up 0.1% of Icon Wealth Partners's portfolio in Q3 2023, its #123 holding.
Icon Wealth Partners first reported a position in Tyler Technologies in Q4 2017 and has held it in 14 quarters since.
Icon Wealth Partners's Tyler Technologies position peaked at $2.31M in Q4 2021.
644 funds tracked by Wall St. Rank held Tyler Technologies as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.