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

IFP 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	–	Hold	0	–	–	–	4360
2023 Q3	–	Sell	-100	Closed	-$1.3K	–	3590
2023 Q2	$1.3K	Buy	+100	New	+$1.42K	﹤0.01%	3013
2022 Q4	–	Sell	-63	Closed	-$2K	–	4879
2022 Q3	$2K	Sell	63 -214	-77%	-$3.83K	﹤0.01%	4439
2022 Q2	$5K	Hold	277	–	–	﹤0.01%	3840
2022 Q1	$5K	Buy	+277	New	+$5.41K	﹤0.01%	3840

Other funds holding NAPA

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors's NAPA Position: Q4 2024 in Review

IFP Advisors held its The Duckhorn Portfolio, Inc. (NAPA) position steady in Q4 2024 at 0 shares worth $33. The position accounts for ﹤0.01% of the portfolio, ranked #4360.

IFP Advisors first reported a position in NAPA in Q1 2022 and has held it in 4 quarters since. The position peaked at $5K in Q2 2022. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

IFP Advisors held 0 shares of The Duckhorn Portfolio, Inc. worth $33 as of Q4 2024.
IFP Advisors left its The Duckhorn Portfolio, Inc. share count unchanged in Q4 2024.
The Duckhorn Portfolio, Inc. made up ﹤0.01% of IFP Advisors's portfolio in Q4 2024, its #4360 holding.
IFP Advisors first reported a position in The Duckhorn Portfolio, Inc. in Q1 2022 and has held it in 4 quarters since.
IFP Advisors's The Duckhorn Portfolio, Inc. position peaked at $5K in Q2 2022.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.