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LifePlan Financial’s Tyler Technologies TYL Stock Holding History

LifePlan Financial’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
2024
Q2 		– Sell
-1,137
Closed -$483K – 97
2024
Q1 		$483K Sell
1,137
-24
-2% -$10.3K 0.44% 66
2023
Q4 		$485K Buy
+1,161
New +$464K 0.49% 62

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LifePlan Financial's TYL Position: Q2 2024 in Review

LifePlan Financial sold out of Tyler Technologies (TYL) in Q2 2024, closing a stake of 1,137 shares — an estimated $483K sold.

LifePlan Financial first reported a position in TYL in Q4 2023 and held it in 2 quarters. The position peaked at $485K in Q4 2023. 727 funds tracked by Wall St. Rank hold TYL as of Q2 2024.

  • LifePlan Financial reported no remaining Tyler Technologies position as of Q2 2024 after selling out during the quarter.
  • LifePlan Financial sold 1,137 Tyler Technologies shares in Q2 2024, an estimated $483K.
  • LifePlan Financial first reported a position in Tyler Technologies in Q4 2023 and held it in 2 quarters.
  • LifePlan Financial's Tyler Technologies position peaked at $485K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2024.

Based on LifePlan Financial's 13F filing for Q2 2024, filed 30 Jul 2024.