Householder Group Estate & Retirement Specialist’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Householder Group Estate & Retirement Specialist’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	-400	Closed	-$2K	–	1284
2024 Q3	$2K	Hold	400	–	–	﹤0.01%	1077
2024 Q2	$2K	Hold	400	–	–	﹤0.01%	1105
2024 Q1	$3.72K	Hold	400	–	–	﹤0.01%	973
2023 Q4	$3K	Hold	400	–	–	﹤0.01%	971
2023 Q3	$4.1K	Buy	+400	New	+$4.95K	﹤0.01%	972
2023 Q1	$6K	Buy	+400	New	+$6.29K	﹤0.01%	938

Other funds holding NAPA

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's NAPA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 400 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in NAPA in Q1 2023 and held it in 6 quarters. The position peaked at $6K in Q1 2023. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 400 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $2K.
Householder Group Estate & Retirement Specialist first reported a position in The Duckhorn Portfolio, Inc. in Q1 2023 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's The Duckhorn Portfolio, Inc. position peaked at $6K in Q1 2023.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.