Dynamic Advisor Solutions’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Dynamic Advisor Solutions’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	-10,097	Closed	-$58.7K	–	960
2024 Q3	$58.7K	Buy	10,097 +47	+0.5%	+$309	﹤0.01%	916
2024 Q2	$71.4K	Buy	10,050 +50	+0.5%	+$402	﹤0.01%	923
2024 Q1	$93.1K	Hold	10,000	–	–	﹤0.01%	905
2023 Q4	$97.1K	Hold	10,000	–	–	﹤0.01%	867
2023 Q3	$103K	Hold	10,000	–	–	﹤0.01%	808
2023 Q2	$130K	Hold	10,000	–	–	0.01%	760
2023 Q1	$159K	Buy	+10,000	New	+$157K	0.01%	709

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

Dynamic Advisor Solutions's NAPA Position: Q4 2024 in Review

Dynamic Advisor Solutions sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 10,097 shares — an estimated $58.7K sold.

Dynamic Advisor Solutions first reported a position in NAPA in Q1 2023 and held it in 7 quarters. The position peaked at $159K in Q1 2023. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Dynamic Advisor Solutions reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Dynamic Advisor Solutions sold 10,097 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $58.7K.
Dynamic Advisor Solutions first reported a position in The Duckhorn Portfolio, Inc. in Q1 2023 and held it in 7 quarters.
Dynamic Advisor Solutions's The Duckhorn Portfolio, Inc. position peaked at $159K in Q1 2023.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2024, filed 21 Jan 2025.