FHA
NAPA

First Horizon Advisors’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

First Horizon 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
Q3 		– Sell
-47
Closed – – 2497
2022
Q2 		$0 Buy
+47
New +$922 ﹤0.01% 2585

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
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DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

First Horizon Advisors's NAPA Position: Q3 2022 in Review

First Horizon Advisors sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q3 2022, closing a stake of 47 shares.

First Horizon Advisors first reported a position in NAPA in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 132 funds tracked by Wall St. Rank hold NAPA as of Q3 2022.

  • First Horizon Advisors reported no remaining The Duckhorn Portfolio, Inc. position as of Q3 2022 after selling out during the quarter.
  • First Horizon Advisors sold 47 The Duckhorn Portfolio, Inc. shares in Q3 2022.
  • First Horizon Advisors first reported a position in The Duckhorn Portfolio, Inc. in Q2 2022 and held it in 1 quarter.
  • First Horizon Advisors's The Duckhorn Portfolio, Inc. position peaked at $0 in Q2 2022.
  • 132 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q3 2022.

Based on First Horizon Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.