MassMutual Private Wealth & Trust’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

MassMutual Private Wealth & Trust’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	-161	Closed	-$935	–	2375
2024 Q3	$935	Buy	+161	New	+$1.06K	﹤0.01%	1869
2024 Q1	–	Sell	-69	Closed	-$680	–	2143
2023 Q4	$680	Buy	+69	New	+$697	﹤0.01%	1754

Other funds holding NAPA

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

MassMutual Private Wealth & Trust's NAPA Position: Q4 2024 in Review

MassMutual Private Wealth & Trust sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 161 shares — an estimated $935 sold.

MassMutual Private Wealth & Trust first reported a position in NAPA in Q4 2023 and held it in 2 quarters. The position peaked at $935 in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

MassMutual Private Wealth & Trust reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 161 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $935.
MassMutual Private Wealth & Trust first reported a position in The Duckhorn Portfolio, Inc. in Q4 2023 and held it in 2 quarters.
MassMutual Private Wealth & Trust's The Duckhorn Portfolio, Inc. position peaked at $935 in Q3 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.