RIL
NAPA

Rothschild Investment LLC’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Rothschild Investment LLC’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
-20
Closed -$116 – 3060
2024
Q3 		$116 Buy
+20
New +$132 ﹤0.01% 2835

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Rothschild Investment LLC's NAPA Position: Q4 2024 in Review

Rothschild Investment LLC sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 20 shares — an estimated $116 sold.

Rothschild Investment LLC first reported a position in NAPA in Q3 2024 and held it in 1 quarter. The position peaked at $116 in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Rothschild Investment LLC reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 20 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $116.
  • Rothschild Investment LLC first reported a position in The Duckhorn Portfolio, Inc. in Q3 2024 and held it in 1 quarter.
  • Rothschild Investment LLC's The Duckhorn Portfolio, Inc. position peaked at $116 in Q3 2024.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Rothschild Investment LLC's 13F filing for Q4 2024, filed 4 Feb 2025.