Cerity Partners
NAPA

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

Cerity Partners’s Portfolio NAPA Stock Details NAPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14,928
Closed -$106K – 2608
2024
Q2 		$106K Sell
14,928
-16,452
-52% -$117K ﹤0.01% 2101
2024
Q1 		$292K Buy
+31,380
New +$292K ﹤0.01% 1882