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Taylor Wealth Management Partners’s Tyler Technologies TYL Stock Holding History

Taylor Wealth Management 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
2022
Q2 		$6.02M Sell
18,094
-3,213
-15% -$1.18M 3.42% 9
2022
Q1 		$9.48M Sell
21,307
-7,020
-25% -$3.16M 3.84% 5
2021
Q4 		$15.2M Sell
28,327
-1,038
-4% -$537K 5.37% 3
2021
Q3 		$13.5M Buy
29,365
+210
+0.7% +$100K 4.8% 3
2021
Q2 		$13.2M Sell
29,155
-1,482
-5% -$630K 4.65% 3
2021
Q1 		$13M Sell
30,637
-872
-3% -$377K 4.74% 3
2020
Q4 		$13.8M Sell
31,509
-393
-1% -$162K 5.29% 4
2020
Q3 		$11.1M Buy
31,902
+122
+0.4% +$42.2K 5.1% 4
2020
Q2 		$11M Sell
31,780
-3,039
-9% -$1.02M 5.6% 4
2020
Q1 		$10.3M Sell
34,819
-21,624
-38% -$6.7M 6.33% 3
2019
Q4 		$16.9M Sell
56,443
-1,443
-2% -$402K 7.8% 1
2019
Q3 		$15.2M Buy
57,886
+419
+0.7% +$103K 7.11% 1
2019
Q2 		$12.4M Sell
57,467
-490
-0.8% -$106K 5.8% 5
2019
Q1 		$11.8M Sell
57,957
-74
-0.1% -$14.7K 5.9% 5
2018
Q4 		$10.8M Sell
58,031
-1,335
-2% -$264K 6.22% 3
2018
Q3 		$14.5M Buy
59,366
+115
+0.2% +$27.4K 6.19% 1
2018
Q2 		$13.2M Sell
59,251
-430
-0.7% -$96.7K 5.85% 1
2018
Q1 		$12.6M Sell
59,681
-1,245
-2% -$249K 6.06% 1
2017
Q4 		$10.8M Sell
60,926
-331
-0.5% -$58.8K 4.59% 4
2017
Q3 		$10.7M Sell
61,257
-5,166
-8% -$888K 4.77% 3
2017
Q2 		$11.7M Sell
66,423
-1,180
-2% -$196K 5.28% 1
2017
Q1 		$10.4M Sell
67,603
-2,667
-4% -$406K 4.73% 3
2016
Q4 		$10M Sell
70,270
-3,220
-4% -$500K 4.64% 2
2016
Q3 		$12.6M Sell
73,490
-7,334
-9% -$1.22M 5.64% 1
2016
Q2 		$13.5M Sell
80,824
-2,076
-3% -$307K 5.4% 2
2016
Q1 		$10.7M Sell
82,900
-28,560
-26% -$3.97M 5.03% 2
2015
Q4 		$19.4M Sell
111,460
-128
-0.1% -$22.1K 8.37% 1
2015
Q3 		$16.7M Sell
111,588
-1,287
-1% -$181K 8.04% 1
2015
Q2 		$14.6M Buy
112,875
+7,838
+7% +$974K 4.66% 1
2015
Q1 		$12.7M Buy
+105,037
New +$12M 3.97% 4

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Taylor Wealth Management Partners's TYL Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Tyler Technologies (TYL) stake by 15% in Q2 2022, selling an estimated $1.18M and leaving 18,094 shares worth $6.02M. The position accounts for 3.42% of the portfolio, ranked #9.

Taylor Wealth Management Partners first reported a position in TYL in Q1 2015 and has held it in 30 quarters since. The position peaked at $19.4M in Q4 2015. 598 funds tracked by Wall St. Rank hold TYL as of Q2 2022.

  • Taylor Wealth Management Partners held 18,094 shares of Tyler Technologies worth $6.02M as of Q2 2022.
  • Taylor Wealth Management Partners sold 3,213 Tyler Technologies shares in Q2 2022, an estimated $1.18M.
  • Tyler Technologies made up 3.42% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #9 holding.
  • Taylor Wealth Management Partners first reported a position in Tyler Technologies in Q1 2015 and has held it in 30 quarters since.
  • Taylor Wealth Management Partners's Tyler Technologies position peaked at $19.4M in Q4 2015.
  • 598 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.