JPLA
NAPA

Joseph P. Lucia & Associates’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-1
Closed – – 463
2022
Q2 		$0 Hold
1
– – ﹤0.01% 518
2022
Q1 		$0 Buy
+1
New +$20 ﹤0.01% 478
2021
Q4 		– Sell
-146
Closed -$3K – 577
2021
Q3 		$3K Hold
146
– – ﹤0.01% 499
2021
Q2 		$3K Buy
146
+86
+143% +$1.67K ﹤0.01% 499
2021
Q1 		$1K Buy
+60
New +$1.08K ﹤0.01% 555

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Joseph P. Lucia & Associates's NAPA Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q3 2022, closing a stake of 1 share.

Joseph P. Lucia & Associates first reported a position in NAPA in Q1 2021 and held it in 5 quarters. The position peaked at $3K in Q3 2021. 132 funds tracked by Wall St. Rank hold NAPA as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining The Duckhorn Portfolio, Inc. position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1 The Duckhorn Portfolio, Inc. share in Q3 2022.
  • Joseph P. Lucia & Associates first reported a position in The Duckhorn Portfolio, Inc. in Q1 2021 and held it in 5 quarters.
  • Joseph P. Lucia & Associates's The Duckhorn Portfolio, Inc. position peaked at $3K in Q3 2021.
  • 132 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.