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

Creative Planning’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	-37,221	Closed	-$216K	–	3690
2024 Q3	$216K	Buy	37,221 +19,187	+106%	+$126K	﹤0.01%	2774
2024 Q2	$128K	Buy	18,034 +7,337	+69%	+$59.1K	﹤0.01%	2791
2024 Q1	$99.6K	Buy	+10,697	New	+$98K	﹤0.01%	2711

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

Creative Planning's NAPA Position: Q4 2024 in Review

Creative Planning sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 37,221 shares — an estimated $216K sold.

Creative Planning first reported a position in NAPA in Q1 2024 and held it in 3 quarters. The position peaked at $216K in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Creative Planning reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 37,221 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $216K.
Creative Planning first reported a position in The Duckhorn Portfolio, Inc. in Q1 2024 and held it in 3 quarters.
Creative Planning's The Duckhorn Portfolio, Inc. position peaked at $216K in Q3 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

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