DWP
ICCT

Destiny Wealth Partners’s iCoreConnect ICCT Stock Holding History

Destiny Wealth Partners’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
-5,084
Closed -$35.6K – 172
2024
Q3 		$35.6K Hold
5,084
– – 0.01% 161
2024
Q2 		$94.4K Hold
5,084
– – 0.02% 154
2024
Q1 		$124K Hold
5,084
– – 0.02% 156
2023
Q4 		$132K Buy
5,084
+1,591
+46% +$54.9K 0.02% 158
2023
Q3 		$278K Buy
+3,493
New +$392K 0.06% 140

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

Destiny Wealth Partners's ICCT Position: Q4 2024 in Review

Destiny Wealth Partners sold out of iCoreConnect (ICCT) in Q4 2024, closing a stake of 5,084 shares — an estimated $35.6K sold.

Destiny Wealth Partners first reported a position in ICCT in Q3 2023 and held it in 5 quarters. The position peaked at $278K in Q3 2023. 11 funds tracked by Wall St. Rank hold ICCT as of Q4 2024.

  • Destiny Wealth Partners reported no remaining iCoreConnect position as of Q4 2024 after selling out during the quarter.
  • Destiny Wealth Partners sold 5,084 iCoreConnect shares in Q4 2024, an estimated $35.6K.
  • Destiny Wealth Partners first reported a position in iCoreConnect in Q3 2023 and held it in 5 quarters.
  • Destiny Wealth Partners's iCoreConnect position peaked at $278K in Q3 2023.
  • 11 funds tracked by Wall St. Rank held iCoreConnect as of Q4 2024.

Based on Destiny Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.