1620 Investment Advisors, Inc. Purchases in Q4 2024

1620 Investment Advisors, Inc.

  • $126 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
424
New
$50.67 - $50.9 $21.5K - $21.6K
424 $21K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
813
New
$24.94 - $26.14 $20.3K - $21.3K
813 $20K
CPRT
Copart Inc

Consumer Cyclical
106
+ 3.67%
$51.36 - $63.8 $5.44K - $6.76K
3K $171K
TDC
Teradata Corp

Technology
631
New
$28.47 - $33.38 $18K - $21.1K
631 $19K
TGT
Target Corp

Consumer Defensive
145
New
$121.59 - $160.69 $17.6K - $23.3K
145 $19K
AXP
American Express CO

Financial Services
10
+ 1.59%
$267.35 - $305.57 $2.67K - $3.06K
639 $189K
CL
Colgate Palmolive CO

Consumer Defensive
312
+ 40.05%
$90.22 - $102.31 $28.1K - $31.9K
1.09K $99K
SYNA
Synaptics Inc

Technology
262
New
$68.67 - $82.79 $18K - $21.7K
262 $19K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
275
New
$69.3 - $74.3 $19.1K - $20.4K
275 $19K
DFIV
Dimensional ETF Tr

ETFs
520
New
$34.86 - $37.97 $18.1K - $19.7K
520 $18K
CELH
Celsius Holdings, Inc.

Consumer Defensive
654
New
$25.66 - $34.91 $16.8K - $22.8K
654 $17K
VPG
Vishay Precision Group, Inc.

Technology
741
New
$21.09 - $25.3 $15.6K - $18.7K
741 $17K
C
Citigroup Inc

Financial Services
250
New
$61.31 - $72.5 $15.3K - $18.1K
250 $17K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
649
New
$26.65 - $29.34 $17.3K - $19K
649 $17K
TOST
Toast, Inc.

Technology
130
+ 9.97%
$27.43 - $43.54 $3.57K - $5.66K
1.43K $52K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.88K
+ 1.92%
$28.88 - $29.33 $54.3K - $55.2K
99.7K $2.89M
UAL
United Airlines Holdings, Inc.

Industrials
157
New
$55.62 - $102.44 $8.73K - $16.1K
157 $15K
NEE
Nextera Energy Inc

Utilities
211
New
$69.77 - $85.43 $14.7K - $18K
211 $15K
HTGC
Hercules Capital, Inc.

Financial Services
58
+ 0.18%
$18.53 - $20.22 $1.07K - $1.17K
31.7K $636K
CMCSA
Comcast Corp

Communication Services
381
New
$37.39 - $45.14 $14.2K - $17.2K
381 $14K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
300
New
$43.37 - $51.46 $13K - $15.4K
300 $14K
JEPI
J P Morgan Exchange Traded Fd

ETFs
250
New
$57.53 - $60.83 $14.4K - $15.2K
250 $14K
USFR
Wisdomtree Floating Rate Treas

ETFs
282
New
$50.23 - $50.46 $14.2K - $14.2K
282 $14K
SRG
Seritage Growth Properties

Real Estate
3.38K
New
$3.9 - $4.63 $13.2K - $15.7K
3.38K $13K
SPG
Simon Property Group Inc

Real Estate
41
+ 2.08%
$167.23 - $183.84 $6.86K - $7.54K
2.01K $345K
CLF
Cleveland Cliffs Inc.

Basic Materials
1.4K
New
$9.24 - $13.94 $13K - $19.6K
1.4K $13K
VNLA
Janus Henderson Short Duration

ETFs
255
New
$48.82 - $49.11 $12.4K - $12.5K
255 $12K
EBND
Spdr Bloomberg Emerging Market

ETFs
620
New
$19.53 - $21.1 $12.1K - $13.1K
620 $12K
MYN
Blackrock Muniyield New York Quality Fund, Inc.

Financial Services
1.2K
New
$10.01 - $10.82 $12K - $13K
1.2K $12K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
124
New
$100.22 - $100.73 $12.4K - $12.5K
124 $12K
WTM
White Mountains Insurance Group LTD

Financial Services
6
New
$1755.01 - $2015.0 $10.5K - $12.1K
6 $11K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
132
New
$76.53 - $94.19 $10.1K - $12.4K
132 $11K
SJNK
Spdr Bloomberg Short Term High

ETFs
450
New
$25.09 - $25.69 $11.3K - $11.6K
450 $11K
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
15
+ 0.15%
$32.63 - $37.1 $489 - $557
10K $342K
XLU
Utilities Sector Spdr

ETFs
140
New
$74.89 - $82.93 $10.5K - $11.6K
140 $10K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
98
New
$101.77 - $113.02 $9.97K - $11.1K
98 $10K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
400
New
$25.35 - $25.53 $10.1K - $10.2K
400 $10K
IRM
Iron Mountain Inc

Real Estate
101
New
$101.62 - $128.14 $10.3K - $12.9K
101 $10K
NTNX
Nutanix, Inc.

Technology
161
New
$56.46 - $73.18 $9.09K - $11.8K
161 $9K
UBER
Uber Technologies, Inc

Technology
164
New
$59.93 - $86.34 $9.83K - $14.2K
164 $9K
HIG
Hartford Financial Services Group, Inc.

Financial Services
129
+ 20.48%
$107.06 - $123.74 $13.8K - $16K
759 $83K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
456
New
$20.6 - $20.71 $9.39K - $9.44K
456 $9K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
100
New
$99.0 - $99.5 $9.9K - $9.95K
100 $9K
PSA
Public Storage

Real Estate
29
New
$289.33 - $360.21 $8.39K - $10.4K
29 $8K
FTSL
First Trust Senior Ln Fund

ETFs
179
New
$45.9 - $46.48 $8.22K - $8.32K
179 $8K
DVY
Ishares Tr

ETFs
67
+ 27.24%
$129.55 - $143.41 $8.68K - $9.61K
313 $41K
IR
Ingersoll Rand Inc.

Industrials
90
New
$90.46 - $105.35 $8.14K - $9.48K
90 $8K
BHB
Bar Harbor Bankshares

Financial Services
270
New
$28.81 - $38.23 $7.78K - $10.3K
270 $8K
PCEF
Invesco Cef Income Composite E

ETFs
435
New
$19.05 - $19.86 $8.29K - $8.64K
435 $8K
Activity Summary
Buys All Purchases 495 New Holdings 376 Increased Positions 119 Sells All Sells 99 Reductions 98 Sold out 1 Options Calls 0 Puts 0
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