Atom Investors’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Atom Investors’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	-400,556	Closed	-$2.33M	–	662
2024 Q3	$2.33M	Buy	+400,556	New	+$2.64M	0.24%	139

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

Atom Investors's NAPA Position: Q4 2024 in Review

Atom Investors sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 400,556 shares — an estimated $2.33M sold.

Atom Investors first reported a position in NAPA in Q3 2024 and held it in 1 quarter. The position peaked at $2.33M in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Atom Investors reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Atom Investors sold 400,556 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $2.33M.
Atom Investors first reported a position in The Duckhorn Portfolio, Inc. in Q3 2024 and held it in 1 quarter.
Atom Investors's The Duckhorn Portfolio, Inc. position peaked at $2.33M in Q3 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Atom Investors's 13F filing for Q4 2024, filed 14 Feb 2025.