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Venturi Wealth Management’s Tyler Technologies TYL Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-66
Closed -$38.1K – 1742
2024
Q4 		$38.1K Buy
66
+16
+32% +$9.67K ﹤0.01% 1102
2024
Q3 		$29.2K Buy
50
+1
+2% +$563 ﹤0.01% 922
2024
Q2 		$24.6K Buy
49
+3
+7% +$1.38K ﹤0.01% 886
2024
Q1 		$19.6K Buy
46
+4
+10% +$1.71K ﹤0.01% 748
2023
Q4 		$17.6K Hold
42
– – ﹤0.01% 732
2023
Q3 		$16.2K Buy
42
+2
+5% +$785 ﹤0.01% 686
2023
Q2 		$16.7K Sell
40
-3
-7% -$1.16K ﹤0.01% 584
2023
Q1 		$15.3K Buy
+43
New +$14K ﹤0.01% 648
2021
Q2 		– Sell
-707
Closed -$300K – 339
2021
Q1 		$300K Buy
707
+34
+5% +$14.7K 0.03% 261
2020
Q4 		$294K Sell
673
-139
-17% -$57.3K 0.03% 257
2020
Q3 		$283K Buy
+812
New +$281K 0.03% 242

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Venturi Wealth Management's TYL Position: Q1 2025 in Review

Venturi Wealth Management sold out of Tyler Technologies (TYL) in Q1 2025, closing a stake of 66 shares — an estimated $38.1K sold.

Venturi Wealth Management first reported a position in TYL in Q3 2020 and held it in 11 quarters. The position peaked at $300K in Q1 2021. 846 funds tracked by Wall St. Rank hold TYL as of Q1 2025.

  • Venturi Wealth Management reported no remaining Tyler Technologies position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 66 Tyler Technologies shares in Q1 2025, an estimated $38.1K.
  • Venturi Wealth Management first reported a position in Tyler Technologies in Q3 2020 and held it in 11 quarters.
  • Venturi Wealth Management's Tyler Technologies position peaked at $300K in Q1 2021.
  • 846 funds tracked by Wall St. Rank held Tyler Technologies as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.