MIA
NAPA

Milestone Investment Advisors’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-1,000
Closed -$10.3K – 444
2023
Q3 		$10.3K Buy
+1,000
New +$12.4K ﹤0.01% 294
2023
Q2 		– Sell
-1,000
Closed -$15.9K – 440
2023
Q1 		$15.9K Buy
+1,000
New +$15.7K ﹤0.01% 279

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Milestone Investment Advisors's NAPA Position: Q4 2023 in Review

Milestone Investment Advisors sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2023, closing a stake of 1,000 shares — an estimated $10.3K sold.

Milestone Investment Advisors first reported a position in NAPA in Q1 2023 and held it in 2 quarters. The position peaked at $15.9K in Q1 2023. 152 funds tracked by Wall St. Rank hold NAPA as of Q4 2023.

  • Milestone Investment Advisors reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,000 The Duckhorn Portfolio, Inc. shares in Q4 2023, an estimated $10.3K.
  • Milestone Investment Advisors first reported a position in The Duckhorn Portfolio, Inc. in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's The Duckhorn Portfolio, Inc. position peaked at $15.9K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.