HighTower Advisors
NAPA

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

HighTower 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
Q2 		– Sell
-11,824
Closed -$213K – 3600
2022
Q1 		$213K Buy
11,824
+2,545
+27% +$49.7K ﹤0.01% 2808
2021
Q4 		$217K Hold
9,279
– – ﹤0.01% 2703
2021
Q3 		$213K Buy
9,279
+1
+0% +$22 ﹤0.01% 2667
2021
Q2 		$204K Buy
+9,278
New +$181K ﹤0.01% 2655

Other funds holding NAPA

TCP
TSG Consumer Partners Larkspur, California $115M AUM 17.95% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

HighTower Advisors's NAPA Position: Q2 2022 in Review

HighTower Advisors sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q2 2022, closing a stake of 11,824 shares — an estimated $213K sold.

HighTower Advisors first reported a position in NAPA in Q2 2021 and held it in 4 quarters. The position peaked at $217K in Q4 2021. 119 funds tracked by Wall St. Rank hold NAPA as of Q2 2022.

  • HighTower Advisors reported no remaining The Duckhorn Portfolio, Inc. position as of Q2 2022 after selling out during the quarter.
  • HighTower Advisors sold 11,824 The Duckhorn Portfolio, Inc. shares in Q2 2022, an estimated $213K.
  • HighTower Advisors first reported a position in The Duckhorn Portfolio, Inc. in Q2 2021 and held it in 4 quarters.
  • HighTower Advisors's The Duckhorn Portfolio, Inc. position peaked at $217K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q2 2022.

Based on HighTower Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.