1620 Investment Advisors, Inc. Sells in Q1 2025

1620 Investment Advisors, Inc.

  • $125 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
-11
- 40.74%
$233.53 - $277.82 $2.57K - $3.06K
16 $3K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
-266
- 49.63%
$12.53 - $13.05 $3.33K - $3.47K
270 $3K
SCHO
Schwab Short Term Us Treasury

ETFs
-150
- 15.79%
$24.1 - $24.34 $3.62K - $3.65K
800 $19K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-97
- 9.99%
$30.71 - $30.87 $2.98K - $2.99K
874 $26K
ALB
Albemarle Corp

Basic Materials
-4
- 1.83%
$69.95 - $97.49 $280 - $390
214 $15K
PCAR
Paccar Inc

Industrials
-15
- 34.09%
$96.91 - $112.51 $1.45K - $1.69K
29 $2K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-129
- 47.78%
$12.18 - $12.91 $1.57K - $1.67K
141 $1K
NEE
Nextera Energy Inc

Utilities
-18
- 8.53%
$66.96 - $76.16 $1.21K - $1.37K
193 $13K
FNMAS
Federal National Mortgage Association Fannie Mae

Financial Services
-175
- 15.91%
$9.95 - $12.73 $1.74K - $2.23K
925 $11K
ACN
Accenture PLC

Technology
-5
- 27.78%
$300.91 - $398.25 $1.5K - $1.99K
13 $4K
AZEK
Azek CO Inc.

Industrials
-85
- 3.99%
$39.61 - $52.0 $3.37K - $4.42K
2.05K $99K
KLAC
Kla Corp

Technology
-7
- 12.73%
$636.62 - $777.63 $4.46K - $5.44K
48 $32K
ZTS
Zoetis Inc.

Healthcare
-7
- 31.82%
$156.48 - $175.67 $1.1K - $1.23K
15 $2K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-120
- 32.0%
$24.11 - $28.41 $2.89K - $3.41K
255 $7K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-5
- 16.67%
$175.5 - $209.86 $878 - $1.05K
25 $4K
VRT
Vertiv Holdings CO

Industrials
-5
- 10.0%
N/A
45 $3K
INDA
Ishares Msci India Index Fund

ETFs
-22
- 27.16%
$47.8 - $53.4 $1.05K - $1.17K
59 $3K
UNP
Union Pacific Corp

Industrials
-7
- 24.14%
$225.21 - $254.42 $1.58K - $1.78K
22 $5K
FE
Firstenergy Corp

Utilities
-18
- 7.03%
$37.95 - $43.5 $683 - $783
238 $9K
KD
Kyndryl Holdings, Inc.

Technology
-5
- 2.29%
$31.32 - $43.45 $157 - $217
213 $6K
LOW
Lowes Companies Inc

Consumer Cyclical
-4
- 9.09%
$222.66 - $268.42 $891 - $1.07K
40 $9K
CEG
Constellation Energy Corp

Utilities
-4
- 13.79%
$201.63 - $347.44 $807 - $1.39K
25 $5K
MAR
Marriott International Inc

Consumer Cyclical
-4
Closed
$237.01 - $304.45 $948 - $1.22K
0 $0
EPAM
Epam Systems, Inc.

Technology
-3
- 0.7%
N/A
425 $78K
PEAK
Healthpeak Properties, Inc.

Real Estate
-49
- 2.29%
N/A
2.09K $39K
PSAPRM
Public Storage
-444
- 1.45%
N/A
30.2K $0
DVA
Davita Inc.

Healthcare
-5
- 13.16%
$140.0 - $177.35 $700 - $887
33 $5K
Invesco Galaxy Bitcoin ETF
-40
- 12.31%
N/A
285 $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-39
- 13.49%
N/A
250 $0
New York Reit Liquidating LLC
-37
- 0.46%
N/A
7.96K $0
Sandoz Group Ag Sponsored Ads
-67
- 4.84%
N/A
1.32K $0
Amentum Holdings Inc Com
-6
- 13.04%
N/A
40 $0
Jacobs Solutions Inc Com
-6
- 13.04%
N/A
40 $0
MSPRA
Morgan Stanley Dep Shs Repstg
-120
- 0.84%
N/A
14.1K $0
RNRPRF
Renaissancere Hldgs (Bermuda)
-466
- 1.59%
N/A
28.9K $0
NSC
Norfolk Southern Corp

Industrials
-4
- 2.86%
$227.69 - $259.76 $911 - $1.04K
136 $32K
CC
Chemours CO

Basic Materials
-40
Closed
$13.41 - $19.99 $536 - $800
0 $0
SUI
Sun Communities Inc

Real Estate
-7
- 1.99%
$120.53 - $136.43 $844 - $955
345 $44K
UNH
Unitedhealth Group Inc

Healthcare
-5
- 2.04%
$461.52 - $548.18 $2.31K - $2.74K
240 $125K
IAC
Iac/Inter Active Corp

Communication Services
-31
- 2.37%
$41.0 - $50.0 $1.27K - $1.55K
1.28K $58K
EEFT
Euronet Worldwide, Inc.

Technology
-29
- 2.43%
$94.42 - $110.06 $2.74K - $3.19K
1.17K $124K
DVN
Devon Energy Corp

Energy
-23
- 3.43%
$33.15 - $38.55 $762 - $887
648 $24K
LLY
Eli Lilly & CO

Healthcare
-12
- 4.98%
$725.72 - $929.72 $8.71K - $11.2K
229 $189K
NFLX
Netflix Inc

Communication Services
-1
- 1.14%
$828.4 - $1058.6 $828 - $1.06K
87 $81K
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
-532
- 6.06%
$13.85 - $16.15 $7.37K - $8.59K
8.25K $125K
KO
Coca Cola CO

Consumer Defensive
-59
- 6.39%
$60.81 - $72.32 $3.59K - $4.27K
865 $61K
V
Visa Inc.

Financial Services
-12
- 4.17%
$306.92 - $362.71 $3.68K - $4.35K
276 $96K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-6
- 0.42%
$61.25 - $72.83 $368 - $437
1.43K $100K
EMB
Ishares Tr

ETFs
-8
- 0.18%
$88.64 - $92.03 $709 - $736
4.35K $394K
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