1620 Investment Advisors, Inc. Reduced Holdings in Q3 2024

1620 Investment Advisors, Inc.

  • $124 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PSAPRM
Public Storage
-917
- 2.86%
N/A
31.2K $0
Tortoise Energy Infrastructure
-1.42K
- 6.95%
N/A
19K $0
Veralto Corporation
-1
- 0.95%
N/A
104 $0
PODD
Insulet Corp

Healthcare
-32
- 12.4%
$180.69 - $239.01 $5.78K - $7.65K
226 $52K
Lantheus Holdings Inc.
-15
- 1.03%
N/A
1.44K $0
Spdr S&P Dividend ETF
-3
- 11.54%
N/A
23 $0
Schwab U.S. Small Cap ETF
-150
- 47.02%
N/A
169 $0
Bank Of Ny Mellon Corp
-3.72K
- 74.77%
N/A
1.25K $0
Wisdom Tree Floating Rate Treasury Fund
-20
- 6.62%
N/A
282 $0
FSTA
Fidelity Covington Tr Msci Con

ETFs
-24
- 16.9%
$47.12 - $51.72 $1.13K - $1.24K
118 $6K
Powell Industries, Inc.
-739
- 13.66%
N/A
4.67K $0
ARIS
Aris Water Solutions, Inc.

Utilities
-105
- 3.57%
$14.25 - $18.83 $1.5K - $1.98K
2.83K $47K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-100
- 13.7%
$98.71 - $117.61 $9.87K - $11.8K
630 $74K
CHWY
Chewy, Inc.

Consumer Cyclical
-40
- 3.26%
$22.22 - $32.67 $889 - $1.31K
1.19K $34K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-11
- 1.6%
$50.85 - $53.88 $559 - $593
675 $36K
PGRE
Paramount Group, Inc.

Real Estate
-350
- 3.11%
$4.55 - $5.38 $1.59K - $1.88K
10.9K $53K
CBT
Cabot Corp

Basic Materials
-80
- 15.07%
$86.96 - $111.73 $6.96K - $8.94K
451 $50K
UTL
Unitil Corp

Utilities
-990
- 13.86%
$51.06 - $62.47 $50.5K - $61.8K
6.16K $372K
KMB
Kimberly Clark Corp

Consumer Defensive
-87
- 2.45%
$135.05 - $148.35 $11.7K - $12.9K
3.46K $492K
BSET
Bassett Furniture Industries Inc

Consumer Cyclical
-33
- 0.26%
$12.36 - $15.0 $408 - $495
12.8K $184K
OGS
One Gas, Inc.

Utilities
-123
- 12.32%
$62.22 - $74.44 $7.65K - $9.16K
875 $65K
DUK
Duke Energy Corp

Utilities
-38
- 8.15%
$99.35 - $117.71 $3.78K - $4.47K
428 $49K
SSNC
Ss&C Technologies Holdings Inc

Technology
-65
- 8.76%
$61.42 - $76.46 $3.99K - $4.97K
677 $50K
AX
Axos Financial, Inc.

Financial Services
-25
- 2.92%
$56.59 - $77.61 $1.41K - $1.94K
830 $52K
CFG
Citizens Financial Group Inc

Financial Services
-925
- 11.01%
$35.24 - $43.24 $32.6K - $40K
7.48K $306K
O
Realty Income Corp

Real Estate
-63
- 7.88%
$52.36 - $63.42 $3.3K - $4K
737 $46K
THG
Hanover Insurance Group, Inc.

Financial Services
-20
- 5.99%
$123.93 - $149.6 $2.48K - $2.99K
314 $46K
AZZ
Azz Inc

Industrials
-10
- 1.07%
$72.09 - $86.75 $721 - $868
922 $76K
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.36%
$160.76 - $177.82 $482 - $533
835 $144K
TTD
Trade Desk, Inc.

Technology
-24
- 2.54%
$83.08 - $110.79 $1.99K - $2.66K
920 $100K
AZEK
Azek CO Inc.

Industrials
-14
- 0.65%
$36.81 - $46.9 $515 - $657
2.13K $99K
TTE
Total Energies Se

Energy
-27
- 0.51%
$68.61 - $68.61 $1.85K - $1.85K
5.28K $362K
CVS
Cvs Health Corp

Healthcare
-40
- 1.31%
$55.81 - $63.18 $2.23K - $2.53K
3K $188K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-67
- 4.32%
$97.66 - $119.74 $6.54K - $8.02K
1.48K $166K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-10
- 0.68%
$58.01 - $69.08 $580 - $691
1.46K $99K
DRH
Diamond Rock Hospitality CO

Real Estate
-595
- 0.84%
$7.76 - $9.1 $4.62K - $5.41K
69.9K $608K
PFE
Pfizer Inc

Healthcare
-145
- 0.75%
$27.7 - $31.39 $4.02K - $4.55K
19.2K $555K
EMTL
Spdr Doubleline Emerging Marke

ETFs
-405
- 1.49%
$41.96 - $43.49 $17K - $17.6K
26.8K $1.16M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-22
- 4.26%
$109.16 - $155.35 $2.4K - $3.42K
494 $76K
CNK
Cinemark Holdings, Inc.

Communication Services
-200
- 5.47%
$20.78 - $28.78 $4.16K - $5.76K
3.46K $96K
STX
Seagate Technology Holdings PLC

Technology
-97
- 2.02%
$92.1 - $110.76 $8.93K - $10.7K
4.71K $516K
EMB
Ishares Tr

ETFs
-15
- 0.34%
$87.75 - $93.74 $1.32K - $1.41K
4.38K $410K
VTRS
Viatris Inc

Healthcare
-89
- 0.4%
$10.32 - $12.13 $918 - $1.08K
21.9K $254K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-15
- 2.29%
$115.7 - $167.81 $1.74K - $2.52K
639 $106K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.04K
- 1.05%
$28.75 - $29.46 $29.9K - $30.6K
97.8K $2.88M
CIEN
Ciena Corp

Technology
-267
- 8.83%
$45.77 - $62.46 $12.2K - $16.7K
2.76K $169K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-977
- 2.38%
$39.37 - $41.68 $38.5K - $40.7K
40.1K $1.66M
UMBF
Umb Financial Corp

Financial Services
-30
- 1.95%
$81.41 - $108.94 $2.44K - $3.27K
1.51K $157K
SPNS
Sapiens International Corp N V

Technology
-161
- 1.39%
$34.15 - $41.02 $5.5K - $6.6K
11.4K $424K
Activity Summary
Buys All Purchases 349 New Holdings 137 Increased Positions 212 Sells All Sells 177 Reductions 176 Sold out 1 Options Calls 0 Puts 0
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