CP
NAPA

Castleview Partners’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Castleview Partners’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
2022
Q1 		– Sell
-10,923
Closed -$468 – 1047
2021
Q4 		$468 Buy
+10,923
New +$227K ﹤0.01% 534

Other funds holding NAPA

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Castleview Partners's NAPA Position: Q1 2022 in Review

Castleview Partners sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q1 2022, closing a stake of 10,923 shares — an estimated $468 sold.

Castleview Partners first reported a position in NAPA in Q4 2021 and held it in 1 quarter. The position peaked at $468 in Q4 2021. 120 funds tracked by Wall St. Rank hold NAPA as of Q1 2022.

  • Castleview Partners reported no remaining The Duckhorn Portfolio, Inc. position as of Q1 2022 after selling out during the quarter.
  • Castleview Partners sold 10,923 The Duckhorn Portfolio, Inc. shares in Q1 2022, an estimated $468.
  • Castleview Partners first reported a position in The Duckhorn Portfolio, Inc. in Q4 2021 and held it in 1 quarter.
  • Castleview Partners's The Duckhorn Portfolio, Inc. position peaked at $468 in Q4 2021.
  • 120 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q1 2022.

Based on Castleview Partners's 13F filing for Q1 2022, filed 16 May 2022.