IWP
TYL icon

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
2021
Q4 		– Sell
-20,000
Closed -$1.96M – 343
2021
Q3 		$1.96M Buy
+20,000
New +$9.55M 0.21% 110

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
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.