BOK Financial’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

BOK Financial’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	-6,800	Closed	-$36.9K	–	1475
2024 Q3	$36.9K	Sell	6,800 -12,000	-64%	-$79K	﹤0.01%	861
2024 Q2	$133K	Buy	+18,800	New	+$151K	﹤0.01%	786
2024 Q1	–	Sell	-1,740	Closed	-$17.1K	–	1352
2023 Q4	$17.1K	Sell	1,740 -978	-36%	-$9.88K	﹤0.01%	893
2023 Q3	$28.3K	Buy	+2,718	New	+$33.6K	﹤0.01%	813
2023 Q1	–	Sell	-61,281	Closed	-$1.02M	–	1270
2022 Q4	$1.02M	Buy	61,281 +13,586	+28%	+$209K	0.02%	505
2022 Q3	$689K	Buy	+47,695	New	+$854K	0.01%	590

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

BOK Financial's NAPA Position: Q4 2024 in Review

BOK Financial sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 6,800 shares — an estimated $36.9K sold.

BOK Financial first reported a position in NAPA in Q3 2022 and held it in 6 quarters. The position peaked at $1.02M in Q4 2022. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

BOK Financial reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
BOK Financial sold 6,800 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $36.9K.
BOK Financial first reported a position in The Duckhorn Portfolio, Inc. in Q3 2022 and held it in 6 quarters.
BOK Financial's The Duckhorn Portfolio, Inc. position peaked at $1.02M in Q4 2022.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

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