CAC
ICCT

Certified Advisory Corp’s iCoreConnect ICCT Stock Holding History

Certified Advisory Corp’s Portfolio ICCT Stock Details ICCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$3.5K – 301
2024
Q3 		$3.5K Hold
500
– – ﹤0.01% 297
2024
Q2 		$9.28K Buy
+500
New +$10.8K ﹤0.01% 287

Other funds holding ICCT

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Certified Advisory Corp's ICCT Position: Q4 2024 in Review

Certified Advisory Corp sold out of iCoreConnect (ICCT) in Q4 2024, closing a stake of 500 shares — an estimated $3.5K sold.

Certified Advisory Corp first reported a position in ICCT in Q2 2024 and held it in 2 quarters. The position peaked at $9.28K in Q2 2024. 11 funds tracked by Wall St. Rank hold ICCT as of Q4 2024.

  • Certified Advisory Corp reported no remaining iCoreConnect position as of Q4 2024 after selling out during the quarter.
  • Certified Advisory Corp sold 500 iCoreConnect shares in Q4 2024, an estimated $3.5K.
  • Certified Advisory Corp first reported a position in iCoreConnect in Q2 2024 and held it in 2 quarters.
  • Certified Advisory Corp's iCoreConnect position peaked at $9.28K in Q2 2024.
  • 11 funds tracked by Wall St. Rank held iCoreConnect as of Q4 2024.

Based on Certified Advisory Corp's 13F filing for Q4 2024, filed 15 Jan 2025.