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

Moloney Securities 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
2024 Q4	–	Sell	-23,342	Closed	-$136K	–	523
2024 Q3	$136K	Sell	23,342 -46,809	-67%	-$308K	0.02%	452
2024 Q2	$498K	Buy	70,151 +14,887	+27%	+$120K	0.07%	266
2024 Q1	$515K	Buy	+55,264	New	+$506K	0.08%	261

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

Moloney Securities Asset Management's NAPA Position: Q4 2024 in Review

Moloney Securities Asset Management sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 23,342 shares — an estimated $136K sold.

Moloney Securities Asset Management first reported a position in NAPA in Q1 2024 and held it in 3 quarters. The position peaked at $515K in Q1 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Moloney Securities Asset Management reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 23,342 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $136K.
Moloney Securities Asset Management first reported a position in The Duckhorn Portfolio, Inc. in Q1 2024 and held it in 3 quarters.
Moloney Securities Asset Management's The Duckhorn Portfolio, Inc. position peaked at $515K in Q1 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Moloney Securities Asset Management's 13F filing for Q4 2024, filed 28 Jan 2025.