Bank of Montreal
NAPA

Bank of Montreal’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Bank of Montreal’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
-22,430
Closed -$132K – 4019
2024
Q3 		$132K Buy
+22,430
New +$148K ﹤0.01% 3167
2021
Q2 		– Sell
-75
Closed -$1K – 5071
2021
Q1 		$1K Buy
+75
New +$1.35K ﹤0.01% 5013

Other funds holding NAPA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of Montreal's NAPA Position: Q4 2024 in Review

Bank of Montreal sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 22,430 shares — an estimated $132K sold.

Bank of Montreal first reported a position in NAPA in Q1 2021 and held it in 2 quarters. The position peaked at $132K in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Bank of Montreal reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 22,430 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $132K.
  • Bank of Montreal first reported a position in The Duckhorn Portfolio, Inc. in Q1 2021 and held it in 2 quarters.
  • Bank of Montreal's The Duckhorn Portfolio, Inc. position peaked at $132K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.