Citadel Advisors’s iCoreConnect ICCT Stock Holding History

Citadel Advisors’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 Q3	–	Sell	-539	Closed	-$10K	–	14667
2024 Q2	$10K	Buy	+539	New	+$11.7K	﹤0.01%	13115

Other funds holding ICCT

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SEM

Suncoast Equity Management Tampa, Florida $798M AUM 14.62% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

Citadel Advisors's ICCT Position: Q3 2024 in Review

Citadel Advisors sold out of iCoreConnect (ICCT) in Q3 2024, closing a stake of 539 shares — an estimated $10K sold.

Citadel Advisors first reported a position in ICCT in Q2 2024 and held it in 1 quarter. The position peaked at $10K in Q2 2024. 20 funds tracked by Wall St. Rank hold ICCT as of Q3 2024.

Citadel Advisors reported no remaining iCoreConnect position as of Q3 2024 after selling out during the quarter.
Citadel Advisors sold 539 iCoreConnect shares in Q3 2024, an estimated $10K.
Citadel Advisors first reported a position in iCoreConnect in Q2 2024 and held it in 1 quarter.
Citadel Advisors's iCoreConnect position peaked at $10K in Q2 2024.
20 funds tracked by Wall St. Rank held iCoreConnect as of Q3 2024.

Based on Citadel Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.