PWA
NAPA

Phoenix Wealth Advisors’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-280
Closed -$6K – 366
2021
Q3 		$6K Buy
+280
New +$6.11K ﹤0.01% 331

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Phoenix Wealth Advisors's NAPA Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2021, closing a stake of 280 shares — an estimated $6K sold.

Phoenix Wealth Advisors first reported a position in NAPA in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 110 funds tracked by Wall St. Rank hold NAPA as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 280 The Duckhorn Portfolio, Inc. shares in Q4 2021, an estimated $6K.
  • Phoenix Wealth Advisors first reported a position in The Duckhorn Portfolio, Inc. in Q3 2021 and held it in 1 quarter.
  • Phoenix Wealth Advisors's The Duckhorn Portfolio, Inc. position peaked at $6K in Q3 2021.
  • 110 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.