GAMMA Investing’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

GAMMA Investing’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	-316	Closed	-$1.84K	–	3837
2024 Q3	$1.84K	Sell	316 -361	-53%	-$2.38K	﹤0.01%	3099
2024 Q2	$4.81K	Buy	677 +613	+958%	+$4.93K	﹤0.01%	2594
2024 Q1	$596	Buy	64 +20	+45%	+$183	﹤0.01%	3071
2023 Q4	$380	Buy	+44	New	+$444	﹤0.01%	3016

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

GAMMA Investing's NAPA Position: Q4 2024 in Review

GAMMA Investing sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 316 shares — an estimated $1.84K sold.

GAMMA Investing first reported a position in NAPA in Q4 2023 and held it in 4 quarters. The position peaked at $4.81K in Q2 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

GAMMA Investing reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
GAMMA Investing sold 316 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $1.84K.
GAMMA Investing first reported a position in The Duckhorn Portfolio, Inc. in Q4 2023 and held it in 4 quarters.
GAMMA Investing's The Duckhorn Portfolio, Inc. position peaked at $4.81K in Q2 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on GAMMA Investing's 13F filing for Q4 2024, filed 3 Jan 2025.