AIM
NAPA

Aigen Investment Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Aigen Investment Management’s Portfolio NAPA Stock Details NAPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-31,913
Closed -$185K – 1037
2024
Q3 		$185K Buy
+31,913
New +$210K 0.04% 600
2024
Q1 		– Sell
-22,899
Closed -$226K – 1074
2023
Q4 		$226K Buy
22,899
+10,032
+78% +$101K 0.04% 617
2023
Q3 		$132K Sell
12,867
-39,020
-75% -$483K 0.02% 722
2023
Q2 		$673K Buy
+51,887
New +$736K 0.1% 279

Other funds holding NAPA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Aigen Investment Management's NAPA Position: Q4 2024 in Review

Aigen Investment Management sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 31,913 shares — an estimated $185K sold.

Aigen Investment Management first reported a position in NAPA in Q2 2023 and held it in 4 quarters. The position peaked at $673K in Q2 2023. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Aigen Investment Management reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Aigen Investment Management sold 31,913 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $185K.
  • Aigen Investment Management first reported a position in The Duckhorn Portfolio, Inc. in Q2 2023 and held it in 4 quarters.
  • Aigen Investment Management's The Duckhorn Portfolio, Inc. position peaked at $673K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Aigen Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.