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Michelle Johnston

@1620 Investment Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$138.709MTotal holdings705
Assets growth rate6.27%Assets growth rate (2-Q avg)18.74%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in 1620 Investment Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 705 positions.

Assets under management

The assets under management (AUM) of 1620 Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 138.709M in assets, with a quarterly growth rate of 6.27% and a 2-quarter average growth rate of 18.74%. The portfolio is managed by Michelle Johnston, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HASHasbro Inc
Recent Activity
New Position
0.24%
$326,163
4,510 shares@ $72.32 avg price
5738⤦Marvell Technologies, Inc.
Recent Activity
New Position
0.09%
$119,936
1,663 shares@ $72.13 avg price
HQYHealthequity Inc.
Recent Activity
New Position
0.09%
$111,807
1,366 shares@ $81.85 avg price
PCORProcore Technologies Inc
Recent Activity
New Position
0.06%
$70,855
1,148 shares@ $61.73 avg price
CGXUCapital Group International Focus Etf
Recent Activity
New Position
0.02%
$26,835
995 shares@ $26.97 avg price
ERJEmbraer S.a.
Recent Activity
New Position
0.02%
$23,769
672 shares@ $35.38 avg price
CGDVCapital Group Dividend Value Etf
Recent Activity
New Position
0.02%
$21,500
590 shares@ $36.45 avg price
METAMeta Platforms
Recent Activity
New Position
0.02%
$17,781
31 shares@ $573.59 avg price
VOOVanguard S&p 500 Etf
Recent Activity
New Position
0.02%
$16,358
31 shares@ $527.68 avg price
MRGRProshares Merger Etf
Recent Activity
New Position
0.02%
$14,093
337 shares@ $41.82 avg price