Nisa Investment Advisors
NAPA

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

Nisa 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
2024
Q4 		– Sell
-88
Closed -$511 – 3068
2024
Q3 		$511 Sell
88
-86
-49% -$566 ﹤0.01% 2721
2024
Q2 		$1.24K Buy
+174
New +$1.4K ﹤0.01% 2474
2023
Q4 		– Sell
-20
Closed -$205 – 2777
2023
Q3 		$205 Hold
20
– – ﹤0.01% 2663
2023
Q2 		$259 Sell
20
-10
-33% -$142 ﹤0.01% 2684
2023
Q1 		$0 Buy
30
+26
+650% +$409 ﹤0.01% 2754
2022
Q4 		$0 Buy
+4
New +$62 ﹤0.01% 2763

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

Nisa Investment Advisors's NAPA Position: Q4 2024 in Review

Nisa Investment Advisors sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 88 shares — an estimated $511 sold.

Nisa Investment Advisors first reported a position in NAPA in Q4 2022 and held it in 6 quarters. The position peaked at $1.24K in Q2 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Nisa Investment Advisors reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Nisa Investment Advisors sold 88 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $511.
  • Nisa Investment Advisors first reported a position in The Duckhorn Portfolio, Inc. in Q4 2022 and held it in 6 quarters.
  • Nisa Investment Advisors's The Duckhorn Portfolio, Inc. position peaked at $1.24K in Q2 2024.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Nisa Investment Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.