AIP
NAPA

Ameritas Investment Partners’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Ameritas Investment Partners’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
-4,331
Closed -$25.2K – 3149
2024
Q3 		$25.2K Hold
4,331
– – ﹤0.01% 2542
2024
Q2 		$30.8K Hold
4,331
– – ﹤0.01% 2408
2024
Q1 		$40.3K Hold
4,331
– – ﹤0.01% 2263
2023
Q4 		$42.7K Hold
4,331
– – ﹤0.01% 2260
2023
Q3 		$44.4K Buy
4,331
+971
+29% +$12K ﹤0.01% 2174
2023
Q2 		$43.6K Hold
3,360
– – ﹤0.01% 2133
2023
Q1 		$53.4K Hold
3,360
– – ﹤0.01% 1942
2022
Q4 		$55.1K Buy
3,360
+587
+21% +$9.03K ﹤0.01% 1996
2022
Q3 		$40K Hold
2,773
– – ﹤0.01% 2147
2022
Q2 		$58K Hold
2,773
– – ﹤0.01% 1897
2022
Q1 		$50K Hold
2,773
– – ﹤0.01% 2063
2021
Q4 		$65K Buy
2,773
+1,190
+75% +$24.8K ﹤0.01% 1977
2021
Q3 		$36K Hold
1,583
– – ﹤0.01% 2366
2021
Q2 		$35K Buy
+1,583
New +$30.8K ﹤0.01% 2422

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

Ameritas Investment Partners's NAPA Position: Q4 2024 in Review

Ameritas Investment Partners sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 4,331 shares — an estimated $25.2K sold.

Ameritas Investment Partners first reported a position in NAPA in Q2 2021 and held it in 14 quarters. The position peaked at $65K in Q4 2021. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Ameritas Investment Partners reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Ameritas Investment Partners sold 4,331 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $25.2K.
  • Ameritas Investment Partners first reported a position in The Duckhorn Portfolio, Inc. in Q2 2021 and held it in 14 quarters.
  • Ameritas Investment Partners's The Duckhorn Portfolio, Inc. position peaked at $65K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Ameritas Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.