MFG
ICCT

Magnus Financial Group’s iCoreConnect ICCT Stock Holding History

Magnus Financial Group’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
2025
Q1 		– Sell
-25,010
Closed -$62.5K – 381
2024
Q4 		$62.5K Buy
+25,010
New +$115K 0.01% 358

Other funds holding ICCT

SCA
Sassicaia Capital Advisers Jericho, New York $227M AUM 402.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Magnus Financial Group's ICCT Position: Q1 2025 in Review

Magnus Financial Group sold out of iCoreConnect (ICCT) in Q1 2025, closing a stake of 25,010 shares — an estimated $62.5K sold.

Magnus Financial Group first reported a position in ICCT in Q4 2024 and held it in 1 quarter. The position peaked at $62.5K in Q4 2024. 10 funds tracked by Wall St. Rank hold ICCT as of Q1 2025.

  • Magnus Financial Group reported no remaining iCoreConnect position as of Q1 2025 after selling out during the quarter.
  • Magnus Financial Group sold 25,010 iCoreConnect shares in Q1 2025, an estimated $62.5K.
  • Magnus Financial Group first reported a position in iCoreConnect in Q4 2024 and held it in 1 quarter.
  • Magnus Financial Group's iCoreConnect position peaked at $62.5K in Q4 2024.
  • 10 funds tracked by Wall St. Rank held iCoreConnect as of Q1 2025.

Based on Magnus Financial Group's 13F filing for Q1 2025, filed 11 Apr 2025.