FMII
NAPA

Farmers & Merchants Investments Inc’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Farmers & Merchants Investments Inc’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
2023
Q2 		– Sell
-101
Closed -$1.61K – 1799
2023
Q1 		$1.61K Buy
+101
New +$1.59K ﹤0.01% 1169

Other funds holding NAPA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Farmers & Merchants Investments Inc's NAPA Position: Q2 2023 in Review

Farmers & Merchants Investments Inc sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q2 2023, closing a stake of 101 shares — an estimated $1.61K sold.

Farmers & Merchants Investments Inc first reported a position in NAPA in Q1 2023 and held it in 1 quarter. The position peaked at $1.61K in Q1 2023. 158 funds tracked by Wall St. Rank hold NAPA as of Q2 2023.

  • Farmers & Merchants Investments Inc reported no remaining The Duckhorn Portfolio, Inc. position as of Q2 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 101 The Duckhorn Portfolio, Inc. shares in Q2 2023, an estimated $1.61K.
  • Farmers & Merchants Investments Inc first reported a position in The Duckhorn Portfolio, Inc. in Q1 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's The Duckhorn Portfolio, Inc. position peaked at $1.61K in Q1 2023.
  • 158 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q2 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2023, filed 1 Aug 2023.