Anfield Capital Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Anfield Capital 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	-277	Closed	-$1.61K	–	507
2024 Q3	$1.61K	Hold	277	–	–	﹤0.01%	381
2024 Q2	$1.97K	Buy	+277	New	+$2.23K	﹤0.01%	328
2021 Q3	–	Sell	-277	Closed	-$6K	–	269
2021 Q2	$6K	Buy	+277	New	+$5.39K	﹤0.01%	179

Other funds holding NAPA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Anfield Capital Management's NAPA Position: Q4 2024 in Review

Anfield Capital Management sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 277 shares — an estimated $1.61K sold.

Anfield Capital Management first reported a position in NAPA in Q2 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Anfield Capital Management reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Anfield Capital Management sold 277 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $1.61K.
Anfield Capital Management first reported a position in The Duckhorn Portfolio, Inc. in Q2 2021 and held it in 3 quarters.
Anfield Capital Management's The Duckhorn Portfolio, Inc. position peaked at $6K in Q2 2021.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Anfield Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.