Smartleaf Asset Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Smartleaf Asset 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 Q4	–	Sell	-704	Closed	-$4.15K	–	3031
2024 Q3	$4.15K	Buy	+704	New	+$4.63K	﹤0.01%	2205

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

Smartleaf Asset Management's NAPA Position: Q4 2024 in Review

Smartleaf Asset Management sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 704 shares — an estimated $4.15K sold.

Smartleaf Asset Management first reported a position in NAPA in Q3 2024 and held it in 1 quarter. The position peaked at $4.15K in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Smartleaf Asset Management reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Smartleaf Asset Management sold 704 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $4.15K.
Smartleaf Asset Management first reported a position in The Duckhorn Portfolio, Inc. in Q3 2024 and held it in 1 quarter.
Smartleaf Asset Management's The Duckhorn Portfolio, Inc. position peaked at $4.15K in Q3 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Smartleaf Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.