CPC
NAPA

Consolidated Planning Corp’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-350
Closed -$8K – 482
2021
Q3 		$8K Buy
+350
New +$7.63K 0.01% 327

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WA
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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Consolidated Planning Corp's NAPA Position: Q4 2021 in Review

Consolidated Planning Corp sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2021, closing a stake of 350 shares — an estimated $8K sold.

Consolidated Planning Corp first reported a position in NAPA in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 110 funds tracked by Wall St. Rank hold NAPA as of Q4 2021.

  • Consolidated Planning Corp reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 350 The Duckhorn Portfolio, Inc. shares in Q4 2021, an estimated $8K.
  • Consolidated Planning Corp first reported a position in The Duckhorn Portfolio, Inc. in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's The Duckhorn Portfolio, Inc. position peaked at $8K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.