JY
ICCT

Jeff Yass’s iCoreConnect ICCT Stock Holding History

Jeff Yass’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
-598
Closed -$11.1K – 12442
2024
Q2 		$11.1K Buy
+598
New +$12.9K ﹤0.01% 11764
2024
Q1 		– Sell
-876
Closed -$21.7K – 12678
2023
Q4 		$21.7K Buy
+876
New +$30.2K ﹤0.01% 11954

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
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
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
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

Jeff Yass's ICCT Position: Q3 2024 in Review

Jeff Yass sold out of iCoreConnect (ICCT) in Q3 2024, closing a stake of 598 shares — an estimated $11.1K sold.

Jeff Yass first reported a position in ICCT in Q4 2023 and held it in 2 quarters. The position peaked at $21.7K in Q4 2023. 20 funds tracked by Wall St. Rank hold ICCT as of Q3 2024.

  • Jeff Yass reported no remaining iCoreConnect position as of Q3 2024 after selling out during the quarter.
  • Jeff Yass sold 598 iCoreConnect shares in Q3 2024, an estimated $11.1K.
  • Jeff Yass first reported a position in iCoreConnect in Q4 2023 and held it in 2 quarters.
  • Jeff Yass's iCoreConnect position peaked at $21.7K in Q4 2023.
  • 20 funds tracked by Wall St. Rank held iCoreConnect as of Q3 2024.

Based on Susquehanna International Group's 13F filing for Q3 2024, filed 14 Nov 2024.