BIA
NAPA

Bell Investment Advisors’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Bell Investment Advisors’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
Q1 		– Sell
-50
Closed -$493 – 1952
2023
Q4 		$493 Buy
+50
New +$505 ﹤0.01% 1837

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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Massachusetts Financial Services
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WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bell Investment Advisors's NAPA Position: Q1 2024 in Review

Bell Investment Advisors sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q1 2024, closing a stake of 50 shares — an estimated $493 sold.

Bell Investment Advisors first reported a position in NAPA in Q4 2023 and held it in 1 quarter. The position peaked at $493 in Q4 2023. 147 funds tracked by Wall St. Rank hold NAPA as of Q1 2024.

  • Bell Investment Advisors reported no remaining The Duckhorn Portfolio, Inc. position as of Q1 2024 after selling out during the quarter.
  • Bell Investment Advisors sold 50 The Duckhorn Portfolio, Inc. shares in Q1 2024, an estimated $493.
  • Bell Investment Advisors first reported a position in The Duckhorn Portfolio, Inc. in Q4 2023 and held it in 1 quarter.
  • Bell Investment Advisors's The Duckhorn Portfolio, Inc. position peaked at $493 in Q4 2023.
  • 147 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q1 2024.

Based on Bell Investment Advisors's 13F filing for Q1 2024, filed 8 May 2024.