DHGWA
NAPA

Dixon Hughes Goodman Wealth Advisors’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$14K Hold
750
– – ﹤0.01% 481
2021
Q4 		$18K Buy
+750
New +$15.6K 0.01% 398

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

Dixon Hughes Goodman Wealth Advisors's NAPA Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its The Duckhorn Portfolio, Inc. (NAPA) position steady in Q1 2022 at 750 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Dixon Hughes Goodman Wealth Advisors first reported a position in NAPA in Q4 2021 and has held it in 2 quarters since. The position peaked at $18K in Q4 2021. 120 funds tracked by Wall St. Rank hold NAPA as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 750 shares of The Duckhorn Portfolio, Inc. worth $14K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its The Duckhorn Portfolio, Inc. share count unchanged in Q1 2022.
  • The Duckhorn Portfolio, Inc. made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #481 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in The Duckhorn Portfolio, Inc. in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's The Duckhorn Portfolio, Inc. position peaked at $18K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.