FFA
NAPA

Farther Finance Advisors’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Farther Finance 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
2024
Q4 		– Sell
-60
Closed -$349 – 4180
2024
Q3 		$349 Sell
60
-20
-25% -$132 ﹤0.01% 3508
2024
Q2 		$562 Sell
80
-92
-53% -$741 ﹤0.01% 3248
2024
Q1 		$1.56K Sell
172
-154
-47% -$1.41K ﹤0.01% 2596
2023
Q4 		$3.21K Buy
326
+301
+1,204% +$3.04K ﹤0.01% 2199
2023
Q3 		$257 Hold
25
– – ﹤0.01% 2418
2023
Q2 		$324 Hold
25
– – ﹤0.01% 2264
2023
Q1 		$398 Hold
25
– – ﹤0.01% 2066
2022
Q4 		$414 Buy
+25
New +$384 ﹤0.01% 1869

Other funds holding NAPA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's NAPA Position: Q4 2024 in Review

Farther Finance Advisors sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 60 shares — an estimated $349 sold.

Farther Finance Advisors first reported a position in NAPA in Q4 2022 and held it in 8 quarters. The position peaked at $3.21K in Q4 2023. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Farther Finance Advisors reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 60 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $349.
  • Farther Finance Advisors first reported a position in The Duckhorn Portfolio, Inc. in Q4 2022 and held it in 8 quarters.
  • Farther Finance Advisors's The Duckhorn Portfolio, Inc. position peaked at $3.21K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.