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

Blume 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	-5,000	Closed	-$29.1K	–	364
2024 Q3	$29.1K	Buy	5,000 +3,500	+233%	+$23K	0.01%	219
2024 Q2	$10.7K	Buy	+1,500	New	+$12.1K	﹤0.01%	248

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

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

Blume Capital Management sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 5,000 shares — an estimated $29.1K sold.

Blume Capital Management first reported a position in NAPA in Q2 2024 and held it in 2 quarters. The position peaked at $29.1K in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Blume Capital Management reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Blume Capital Management sold 5,000 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $29.1K.
Blume Capital Management first reported a position in The Duckhorn Portfolio, Inc. in Q2 2024 and held it in 2 quarters.
Blume Capital Management's The Duckhorn Portfolio, Inc. position peaked at $29.1K in Q3 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Blume Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.