Janney Montgomery Scott
NAPA

Janney Montgomery Scott’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Janney Montgomery Scott’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
-131,587
Closed -$765K – 2886
2024
Q3 		$765K Buy
131,587
+38,854
+42% +$256K ﹤0.01% 1688
2024
Q2 		$658K Sell
92,733
-1,599
-2% -$12.9K ﹤0.01% 1696
2024
Q1 		$878K Buy
+94,332
New +$864K ﹤0.01% 1595

Other funds holding NAPA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Janney Montgomery Scott's NAPA Position: Q4 2024 in Review

Janney Montgomery Scott sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 131,587 shares — an estimated $765K sold.

Janney Montgomery Scott first reported a position in NAPA in Q1 2024 and held it in 3 quarters. The position peaked at $878K in Q1 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Janney Montgomery Scott reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 131,587 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $765K.
  • Janney Montgomery Scott first reported a position in The Duckhorn Portfolio, Inc. in Q1 2024 and held it in 3 quarters.
  • Janney Montgomery Scott's The Duckhorn Portfolio, Inc. position peaked at $878K in Q1 2024.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Janney Montgomery Scott's 13F filing for Q4 2024, filed 17 Jan 2025.