1620 Investment Advisors, Inc. Reduced Holdings in Q1 2025

1620 Investment Advisors, Inc.

  • $125 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FSK
Fs Kkr Capital Corp

Financial Services
-355
- 1.88%
$20.47 - $24.06 $7.27K - $8.54K
18.5K $387K
HXL
Hexcel Corp

Industrials
-7
- 0.27%
$54.76 - $70.69 $383 - $495
2.59K $142K
AA
Alcoa Corp

Basic Materials
-26
- 0.92%
$30.5 - $39.53 $793 - $1.03K
2.8K $85K
TEX
Terex Corp

Industrials
-83
- 4.23%
$37.65 - $48.97 $3.12K - $4.06K
1.88K $70K
OKE
Oneok Inc

Energy
-109
- 1.85%
$89.57 - $109.85 $9.76K - $12K
5.77K $572K
SHOP
Shopify Inc.

Technology
-15
- 0.97%
$90.59 - $129.31 $1.36K - $1.94K
1.53K $145K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
-11
- 0.48%
$26.24 - $38.48 $289 - $423
2.28K $66K
ENTG
Entegris Inc

Technology
-12
- 0.82%
$87.48 - $109.53 $1.05K - $1.31K
1.46K $127K
SYF
Synchrony Financial

Financial Services
-80
- 6.95%
$51.9 - $70.63 $4.15K - $5.65K
1.07K $56K
TFC
Truist Financial Corp

Financial Services
-53
- 0.86%
$39.48 - $48.15 $2.09K - $2.55K
6.11K $251K
GOOG
Alphabet Inc.

Communication Services
-25
- 7.29%
$156.06 - $207.71 $3.9K - $5.19K
318 $49K
EMR
Emerson Electric CO

Industrials
-8
- 0.85%
$108.64 - $131.17 $869 - $1.05K
929 $101K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-190
- 69.09%
$67.03 - $74.61 $12.7K - $14.2K
85 $5K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-8
- 0.55%
$119.87 - $145.05 $959 - $1.16K
1.44K $179K
WDC
Western Digital Corp

Technology
-176
- 50.87%
$40.43 - $72.03 $7.12K - $12.7K
170 $6K
SPNS
Sapiens International Corp N V

Technology
-540
- 4.9%
$25.3 - $28.76 $13.7K - $15.5K
10.5K $283K
VTI
Vanguard Total Stock Market Et

ETFs
-35
- 19.44%
$271.18 - $303.12 $9.49K - $10.6K
145 $39K
EQIX
Equinix Inc

Real Estate
-2
- 2.27%
$803.0 - $959.97 $1.61K - $1.92K
86 $70K
HRB
H&R Block Inc

Consumer Cyclical
-377
- 8.57%
$49.96 - $55.97 $18.8K - $21.1K
4.02K $220K
HST
Host Hotels & Resorts, Inc.

Real Estate
-115
- 4.29%
$14.21 - $17.45 $1.63K - $2.01K
2.56K $36K
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 36.67%
$890.62 - $1076.86 $9.8K - $11.8K
19 $17K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-70
- 47.3%
$102.49 - $119.96 $7.17K - $8.4K
78 $8K
ISRG
Intuitive Surgical Inc

Healthcare
-15
- 30.61%
$476.63 - $610.45 $7.15K - $9.16K
34 $16K
RNR
Renaissancere Holdings LTD

Financial Services
-7
- 0.85%
$226.55 - $263.22 $1.59K - $1.84K
816 $195K
OLED
Universal Display Corp Pa

Technology
-37
- 6.05%
$139.48 - $161.59 $5.16K - $5.98K
575 $80K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-200
- 25.28%
$48.65 - $53.06 $9.73K - $10.6K
591 $30K
CGXU
Capital Group Intl Focus Equit

ETFs
-298
- 9.84%
$24.48 - $26.59 $7.3K - $7.92K
2.73K $66K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-114
- 0.97%
$20.7 - $21.15 $2.36K - $2.41K
11.7K $241K
WEX
Wex Inc.

Technology
-23
- 12.78%
$148.29 - $186.78 $3.41K - $4.3K
157 $24K
PSMT
Pricesmart Inc

Consumer Defensive
-44
- 5.51%
$82.4 - $94.86 $3.63K - $4.17K
754 $66K
IRM
Iron Mountain Inc

Real Estate
-45
- 44.55%
$82.79 - $111.31 $3.73K - $5.01K
56 $4K
CPRT
Copart Inc

Consumer Cyclical
-68
- 2.27%
$52.3 - $59.83 $3.56K - $4.07K
2.93K $165K
OFG
Ofg Bancorp

Financial Services
-25
- 1.31%
$38.85 - $44.74 $971 - $1.12K
1.88K $75K
FCX
Freeport Mcmoran Inc

Basic Materials
-120
- 31.58%
$34.5 - $43.01 $4.14K - $5.16K
260 $9K
CL
Colgate Palmolive CO

Consumer Defensive
-80
- 7.33%
$85.68 - $97.5 $6.85K - $7.8K
1.01K $94K
TGT
Target Corp

Consumer Defensive
-7
- 4.83%
$103.65 - $142.5 $726 - $998
138 $14K
PODD
Insulet Corp

Healthcare
-21
- 9.17%
$237.06 - $288.29 $4.98K - $6.05K
208 $54K
DHR
Danaher Corp

Healthcare
-1
- 0.46%
$201.62 - $250.59 $202 - $251
216 $44K
PECO
Phillips Edison & Company, Inc.

Real Estate
-100
- 16.39%
$34.43 - $37.49 $3.44K - $3.75K
510 $18K
TDIV
First Trust Nasdaq Technology

ETFs
-15
- 2.44%
$73.39 - $83.95 $1.1K - $1.26K
601 $44K
SYNA
Synaptics Inc

Technology
-20
- 7.63%
$61.71 - $87.87 $1.23K - $1.76K
242 $15K
CTSH
Cognizant Technology Solutions Corp

Technology
-47
- 14.24%
$75.32 - $90.7 $3.54K - $4.26K
283 $21K
TT
Trane Technologies PLC

Industrials
-5
- 8.62%
$332.0 - $400.86 $1.66K - $2K
53 $17K
WDAY
Workday, Inc.

Technology
-11
- 40.74%
$233.53 - $277.82 $2.57K - $3.06K
16 $3K
QCOM
Qualcomm Inc

Technology
-20
- 27.03%
$151.94 - $175.86 $3.04K - $3.52K
54 $8K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-97
- 9.99%
$30.71 - $30.87 $2.98K - $2.99K
874 $26K
SCHO
Schwab Short Term Us Treasury

ETFs
-150
- 15.79%
$24.1 - $24.34 $3.62K - $3.65K
800 $19K
TTE
Total Energies Se

Energy
-35
- 0.67%
N/A
5.2K $356K
NRZ
New Residential Investment Corp.

Real Estate
-486
- 1.06%
N/A
45.5K $330K
Activity Summary
Buys All Purchases 201 New Holdings 31 Increased Positions 170 Sells All Sells 172 Reductions 170 Sold out 2 Options Calls 0 Puts 0
Track This Portfolio

Track 1620 Investment Advisors, Inc. Portfolio

Follow 1620 Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 1620 Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on 1620 Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email