1620 INVESTMENT ADVISORS, INC. PSMT — Pricesmart Inc

Ownership history in 1620 INVESTMENT ADVISORS, INC.  ·  9 quarters on record

AI Ownership Summary

1620 INVESTMENT ADVISORS, INC. reported Pricesmart Inc (PSMT) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2026 Q2. The latest visible filing shows PSMT at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1620 INVESTMENT ADVISORS, INC.'s position in Pricesmart Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PSMT was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PSMT stock page 1620 INVESTMENT ADVISORS, INC. fund profile 1620 INVESTMENT ADVISORS, INC. full holdings
How 1620 INVESTMENT ADVISORS, INC. held PSMT — position size vs. price
% of Fund (quarterly)    PSMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 737 -57 -7.2% 0.09% $144K 2026-07-14 $194.56
2026 Q1 ADDED — — — 794 +13 +1.7% 0.08% $119K 2026-05-13 $158.11
2025 Q4 ADDED — — — 781 +2 +0.3% 0.06% $96K 2026-02-05 $150.62
2025 Q3 REDUCED — — — 779 -3 -0.4% 0.06% $94K 2025-10-07 $120.70
2025 Q2 ADDED — — — 782 +28 +3.7% 0.06% $82K 2025-08-07 $110.17
2025 Q1 REDUCED 5.5% +19.6% ❌ 754 -44 -5.5% 0.05% $66K 2025-05-14 $100.44
2024 Q4 ADDED — — — 798 +11 +1.4% 0.06% $74K 2025-02-11 $93.25
2024 Q3 REDUCED 27.8% -0.3% ✅ 787 -303 -27.8% 0.05% $72K 2024-10-25 $90.15
2024 Q2 INITIATED — — — 1,090 — — 0.06% $72K 2024-07-23 $84.95

🏢 Other funds also holding PSMT

As of 2026 Q2 — sorted by position size

River Road Asset Management, LLC 3Y 7Y 0.85% E. Ohman J:or Asset Management AB 0.71% BURNEY CO/ 3Y 7Y 0.33% Linden Thomas Advisory Services, LLC 3Y 0.29% Oliver Luxxe Assets LLC 3Y 7Y 0.2% Legacy Wealth Asset Management, LLC 3Y 0.11% TECTONIC ADVISORS LLC 3Y 0.08% Portside Wealth Group, LLC 0.07% CARY STREET PARTNERS INVESTMENT ADVISORY LLC 3Y 7Y 0.06% CHICAGO TRUST Co NA 3Y 7Y 0.05%

FAQ About 1620 INVESTMENT ADVISORS, INC. and PSMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1620 INVESTMENT ADVISORS, INC. reported owning PSMT?

1620 INVESTMENT ADVISORS, INC. reported PSMT across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported PSMT position in 1620 INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for PSMT was 0.09% in 2026 Q2.

What is the latest reported PSMT position on this page?

The most recent filing on this page is 2026 Q2, when 1620 INVESTMENT ADVISORS, INC. reported 737 shares, equal to 0.09% of portfolio, with an estimated market value of $144K.

What does the chart on this PSMT ownership page compare?

The chart compares 1620 INVESTMENT ADVISORS, INC.'s quarterly PSMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1620 INVESTMENT ADVISORS, INC. time their PSMT position?

Based on 13F filing dates vs. subsequent PSMT price moves, 1620 INVESTMENT ADVISORS, INC. correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on PSMT relative to SPY over the holding period was +28.8%.

← Back to 1620 INVESTMENT ADVISORS, INC. Holdings