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Avior Wealth Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Avior Wealth 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
Q2 		– Sell
-9
Closed -$83 – 3848
2024
Q1 		$83 Buy
+9
New +$82 ﹤0.01% 3267

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Massachusetts Financial Services
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WHG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RRAM
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's NAPA Position: Q2 2024 in Review

Avior Wealth Management sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q2 2024, closing a stake of 9 shares — an estimated $83 sold.

Avior Wealth Management first reported a position in NAPA in Q1 2024 and held it in 1 quarter. The position peaked at $83 in Q1 2024. 145 funds tracked by Wall St. Rank hold NAPA as of Q2 2024.

  • Avior Wealth Management reported no remaining The Duckhorn Portfolio, Inc. position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 The Duckhorn Portfolio, Inc. shares in Q2 2024, an estimated $83.
  • Avior Wealth Management first reported a position in The Duckhorn Portfolio, Inc. in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's The Duckhorn Portfolio, Inc. position peaked at $83 in Q1 2024.
  • 145 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.