Principal Securities’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Principal Securities’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	-50	Closed	-$291	–	3649
2024 Q3	$291	Hold	50	–	–	﹤0.01%	3337
2024 Q2	$355	Hold	50	–	–	﹤0.01%	3243
2024 Q1	$466	Buy	+50	New	+$458	﹤0.01%	3154

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

Principal Securities's NAPA Position: Q4 2024 in Review

Principal Securities sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 50 shares — an estimated $291 sold.

Principal Securities first reported a position in NAPA in Q1 2024 and held it in 3 quarters. The position peaked at $466 in Q1 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Principal Securities reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Principal Securities sold 50 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $291.
Principal Securities first reported a position in The Duckhorn Portfolio, Inc. in Q1 2024 and held it in 3 quarters.
Principal Securities's The Duckhorn Portfolio, Inc. position peaked at $466 in Q1 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Principal Securities's 13F filing for Q4 2024, filed 30 Jan 2025.