Koshinski Asset Management
NAPA

Koshinski Asset Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Koshinski Asset Management’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
-66
Closed -$1.2K – 2036
2022
Q1 		$1.2K Hold
66
– – ﹤0.01% 2040
2021
Q4 		$1.54K Hold
66
– – ﹤0.01% 2035
2021
Q3 		$1.51K Buy
+66
New +$1.44K ﹤0.01% 2069

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

Koshinski Asset Management's NAPA Position: Q2 2022 in Review

Koshinski Asset Management sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q2 2022, closing a stake of 66 shares — an estimated $1.2K sold.

Koshinski Asset Management first reported a position in NAPA in Q3 2021 and held it in 3 quarters. The position peaked at $1.54K in Q4 2021. 119 funds tracked by Wall St. Rank hold NAPA as of Q2 2022.

  • Koshinski Asset Management reported no remaining The Duckhorn Portfolio, Inc. position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 66 The Duckhorn Portfolio, Inc. shares in Q2 2022, an estimated $1.2K.
  • Koshinski Asset Management first reported a position in The Duckhorn Portfolio, Inc. in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's The Duckhorn Portfolio, Inc. position peaked at $1.54K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.