NPA
NAPA

Nichols & Pratt Advisers’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Nichols & Pratt Advisers’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
-104,000
Closed -$599K – 107
2024
Q3 		$599K Buy
+104,000
New +$684K 0.04% 75

Other funds holding NAPA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Nichols & Pratt Advisers's NAPA Position: Q4 2024 in Review

Nichols & Pratt Advisers sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 104,000 shares — an estimated $599K sold.

Nichols & Pratt Advisers first reported a position in NAPA in Q3 2024 and held it in 1 quarter. The position peaked at $599K in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Nichols & Pratt Advisers reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Nichols & Pratt Advisers sold 104,000 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $599K.
  • Nichols & Pratt Advisers first reported a position in The Duckhorn Portfolio, Inc. in Q3 2024 and held it in 1 quarter.
  • Nichols & Pratt Advisers's The Duckhorn Portfolio, Inc. position peaked at $599K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Nichols & Pratt Advisers's 13F filing for Q4 2024, filed 5 Feb 2025.