Northwestern Mutual Wealth Management
NAPA

Northwestern Mutual Wealth Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Northwestern Mutual Wealth 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
Q2 		– Sell
-792
Closed -$7.37K – 3871
2024
Q1 		$7.37K Buy
+792
New +$7.25K ﹤0.01% 2726

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's NAPA Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q2 2024, closing a stake of 792 shares — an estimated $7.37K sold.

Northwestern Mutual Wealth Management first reported a position in NAPA in Q1 2024 and held it in 1 quarter. The position peaked at $7.37K in Q1 2024. 145 funds tracked by Wall St. Rank hold NAPA as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining The Duckhorn Portfolio, Inc. position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 792 The Duckhorn Portfolio, Inc. shares in Q2 2024, an estimated $7.37K.
  • Northwestern Mutual Wealth Management first reported a position in The Duckhorn Portfolio, Inc. in Q1 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's The Duckhorn Portfolio, Inc. position peaked at $7.37K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.