Lindbrook Capital’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Lindbrook Capital’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	-212	Closed	-$1.23K	–	2935
2024 Q3	$1.23K	Sell	212 -1,212	-85%	-$7.97K	﹤0.01%	2459
2024 Q2	$10.1K	Buy	1,424 +1,037	+268%	+$8.35K	﹤0.01%	1618
2024 Q1	$3.6K	Sell	387 -255	-40%	-$2.33K	﹤0.01%	2040
2023 Q4	$6.32K	Buy	642 +457	+247%	+$4.62K	﹤0.01%	1759
2023 Q3	$1.9K	Buy	+185	New	+$2.29K	﹤0.01%	2149
2023 Q1	–	Sell	-103	Closed	-$1.71K	–	2938
2022 Q4	$1.71K	Buy	+103	New	+$1.58K	﹤0.01%	2304

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

Lindbrook Capital's NAPA Position: Q4 2024 in Review

Lindbrook Capital sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 212 shares — an estimated $1.23K sold.

Lindbrook Capital first reported a position in NAPA in Q4 2022 and held it in 6 quarters. The position peaked at $10.1K in Q2 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Lindbrook Capital reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Lindbrook Capital sold 212 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $1.23K.
Lindbrook Capital first reported a position in The Duckhorn Portfolio, Inc. in Q4 2022 and held it in 6 quarters.
Lindbrook Capital's The Duckhorn Portfolio, Inc. position peaked at $10.1K in Q2 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.