Stokes Family Office’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Stokes Family Office’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	-257,250	Closed	-$1.49M	–	255
2024 Q3	$1.49M	Buy	257,250 +60,000	+30%	+$395K	0.16%	98
2024 Q2	$1.4M	Buy	197,250 +62,500	+46%	+$503K	0.16%	101
2024 Q1	$1.25M	Buy	+134,750	New	+$1.23M	0.16%	103

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

Stokes Family Office's NAPA Position: Q4 2024 in Review

Stokes Family Office sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 257,250 shares — an estimated $1.49M sold.

Stokes Family Office first reported a position in NAPA in Q1 2024 and held it in 3 quarters. The position peaked at $1.49M in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

Stokes Family Office reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
Stokes Family Office sold 257,250 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $1.49M.
Stokes Family Office first reported a position in The Duckhorn Portfolio, Inc. in Q1 2024 and held it in 3 quarters.
Stokes Family Office's The Duckhorn Portfolio, Inc. position peaked at $1.49M in Q3 2024.
1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Stokes Family Office's 13F filing for Q4 2024, filed 11 Feb 2025.