S
NAPA

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

SignatureFD’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
-89
Closed -$517 – 3431
2024
Q3 		$517 Buy
+89
New +$586 ﹤0.01% 3096
2024
Q2 		– Sell
-168
Closed -$1.56K – 3279
2024
Q1 		$1.56K Sell
168
-680
-80% -$6.23K ﹤0.01% 2868
2023
Q4 		$8.35K Buy
848
+553
+187% +$5.58K ﹤0.01% 2334
2023
Q3 		$3.03K Buy
295
+187
+173% +$2.31K ﹤0.01% 2663
2023
Q2 		$1.4K Sell
108
-75
-41% -$1.06K ﹤0.01% 2898
2023
Q1 		$2.91K Buy
183
+147
+408% +$2.31K ﹤0.01% 2695
2022
Q4 		$597 Buy
+36
New +$554 ﹤0.01% 3078

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

SignatureFD's NAPA Position: Q4 2024 in Review

SignatureFD sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 89 shares — an estimated $517 sold.

SignatureFD first reported a position in NAPA in Q4 2022 and held it in 7 quarters. The position peaked at $8.35K in Q4 2023. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • SignatureFD reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • SignatureFD sold 89 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $517.
  • SignatureFD first reported a position in The Duckhorn Portfolio, Inc. in Q4 2022 and held it in 7 quarters.
  • SignatureFD's The Duckhorn Portfolio, Inc. position peaked at $8.35K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on SignatureFD's 13F filing for Q4 2024, filed 10 Feb 2025.