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WMS Partners’s Tyler Technologies TYL Stock Holding History

WMS 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 		– Sell
-531
Closed -$221K – 283
2023
Q2 		$221K Buy
+531
New +$204K 0.02% 259
2022
Q2 		– Sell
-614
Closed -$273K – 286
2022
Q1 		$273K Buy
+614
New +$276K 0.04% 202
2021
Q4 		– Sell
-1,105
Closed -$507K – 269
2021
Q3 		$507K Buy
+1,105
New +$528K 0.07% 145
2021
Q1 		– Sell
-778
Closed -$340K – 250
2020
Q4 		$340K Sell
778
-56
-7% -$23.1K 0.06% 172
2020
Q3 		$291K Hold
834
– – 0.06% 178
2020
Q2 		$289K Sell
834
-558
-40% -$187K 0.06% 168
2020
Q1 		$413K Sell
1,392
-300
-18% -$93K 0.11% 105
2019
Q4 		$508K Sell
1,692
-210
-11% -$58.5K 0.11% 114
2019
Q3 		$499K Buy
1,902
+367
+24% +$89.9K 0.12% 113
2019
Q2 		$332K Buy
1,535
+191
+14% +$41.4K 0.08% 151
2019
Q1 		$275K Hold
1,344
– – 0.07% 155
2018
Q4 		$250K Hold
1,344
– – 0.07% 156
2018
Q3 		$329K Sell
1,344
-156
-10% -$37.1K 0.04% 154
2018
Q2 		$333K Hold
1,500
– – 0.04% 154
2018
Q1 		$316K Hold
1,500
– – 0.04% 158
2017
Q4 		$266K Buy
+1,500
New +$266K 0.03% 197
2016
Q3 		– Sell
-1,800
Closed -$300K – 210
2016
Q2 		$300K Buy
+1,800
New +$266K 0.04% 157
2015
Q3 		– Sell
-2,500
Closed -$323K – 256
2015
Q2 		$323K Hold
2,500
– – 0.04% 217
2015
Q1 		$301K Buy
+2,500
New +$286K 0.04% 214
2014
Q4 		– Sell
-2,500
Closed -$221K – 242
2014
Q3 		$221K Hold
2,500
– – 0.03% 221
2014
Q2 		$228K Buy
+2,500
New +$203K 0.04% 223

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 $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

WMS Partners's TYL Position: Q3 2023 in Review

WMS Partners sold out of Tyler Technologies (TYL) in Q3 2023, closing a stake of 531 shares — an estimated $221K sold.

WMS Partners first reported a position in TYL in Q2 2014 and held it in 21 quarters. The position peaked at $508K in Q4 2019. 645 funds tracked by Wall St. Rank hold TYL as of Q3 2023.

  • WMS Partners reported no remaining Tyler Technologies position as of Q3 2023 after selling out during the quarter.
  • WMS Partners sold 531 Tyler Technologies shares in Q3 2023, an estimated $221K.
  • WMS Partners first reported a position in Tyler Technologies in Q2 2014 and held it in 21 quarters.
  • WMS Partners's Tyler Technologies position peaked at $508K in Q4 2019.
  • 645 funds tracked by Wall St. Rank held Tyler Technologies as of Q3 2023.

Based on WMS Partners's 13F filing for Q3 2023, filed 9 Nov 2023.