Capstone Investment Advisors
NAPA

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

Capstone 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
Q4 		– Sell
-126,714
Closed -$736K – 2056
2024
Q3 		$736K Buy
+126,714
New +$834K ﹤0.01% 1078
2024
Q2 		– Sell
-148,948
Closed -$1.39M – 2559
2024
Q1 		$1.39M Buy
+148,948
New +$1.36M 0.01% 970

Other funds holding NAPA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capstone Investment Advisors's NAPA Position: Q4 2024 in Review

Capstone Investment Advisors sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 126,714 shares — an estimated $736K sold.

Capstone Investment Advisors first reported a position in NAPA in Q1 2024 and held it in 2 quarters. The position peaked at $1.39M in Q1 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Capstone Investment Advisors reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 126,714 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $736K.
  • Capstone Investment Advisors first reported a position in The Duckhorn Portfolio, Inc. in Q1 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's The Duckhorn Portfolio, Inc. position peaked at $1.39M in Q1 2024.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Capstone Investment Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.