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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
HALHalliburton Co Hldg
Recent Activity
Exited
0%
$247,270
7,320 shares@ $33.79 avg price
WRBBerkley (wr) Cp
Recent Activity
Exited
0%
$70,113
300 shares@ $233.71 avg price
7393⤦Powershs Qqq Trust Ser 1
Recent Activity
Exited
0%
$66,746
822 shares@ $81.2 avg price
PRAAPra Group Inc
Recent Activity
Exited
0%
$46,323
450 shares@ $102.94 avg price
MODGTopgolf Callaway Brands Corp.
Recent Activity
Exited
0%
$26,086
1,705 shares@ $15.3 avg price
BTEBaytex Energy Corp.
Recent Activity
Exited
0%
$15,674
4,504 shares@ $3.49 avg price
DRQDril-quip Inc
Recent Activity
Exited
0%
$12,667
681 shares@ $18.61 avg price
5766⤦Match Group Inc.
Recent Activity
Exited
0%
$6,927
228 shares@ $30.39 avg price
MRNAModerna Inc.
Recent Activity
Exited
0%
$3,562
30 shares@ $118.74 avg price
8085⤦Schwab Fundamental U.s. Small Company Idx
Recent Activity
Exited
0%
$3,130
57 shares@ $54.92 avg price