Commonwealth Equity Services
ICCT

Commonwealth Equity Services’s iCoreConnect ICCT Stock Holding History

Commonwealth Equity Services’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
-767
Closed -$5K – 4152
2024
Q3 		$5K Hold
767
– – ﹤0.01% 4046
2024
Q2 		$14K Hold
767
– – ﹤0.01% 3983
2024
Q1 		$19K Buy
767
+183
+31% +$5.29K ﹤0.01% 3963
2023
Q4 		$14K Buy
+584
New +$20.2K ﹤0.01% 3841

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

Commonwealth Equity Services's ICCT Position: Q4 2024 in Review

Commonwealth Equity Services sold out of iCoreConnect (ICCT) in Q4 2024, closing a stake of 767 shares — an estimated $5K sold.

Commonwealth Equity Services first reported a position in ICCT in Q4 2023 and held it in 4 quarters. The position peaked at $19K in Q1 2024. 11 funds tracked by Wall St. Rank hold ICCT as of Q4 2024.

  • Commonwealth Equity Services reported no remaining iCoreConnect position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 767 iCoreConnect shares in Q4 2024, an estimated $5K.
  • Commonwealth Equity Services first reported a position in iCoreConnect in Q4 2023 and held it in 4 quarters.
  • Commonwealth Equity Services's iCoreConnect position peaked at $19K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held iCoreConnect as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.