TC
NAPA

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

TwinBeech Capital’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
2023
Q2 		– Sell
-32,556
Closed -$518K – 912
2023
Q1 		$518K Buy
+32,556
New +$512K 0.01% 507

Other funds holding NAPA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TwinBeech Capital's NAPA Position: Q2 2023 in Review

TwinBeech Capital sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q2 2023, closing a stake of 32,556 shares — an estimated $518K sold.

TwinBeech Capital first reported a position in NAPA in Q1 2023 and held it in 1 quarter. The position peaked at $518K in Q1 2023. 158 funds tracked by Wall St. Rank hold NAPA as of Q2 2023.

  • TwinBeech Capital reported no remaining The Duckhorn Portfolio, Inc. position as of Q2 2023 after selling out during the quarter.
  • TwinBeech Capital sold 32,556 The Duckhorn Portfolio, Inc. shares in Q2 2023, an estimated $518K.
  • TwinBeech Capital first reported a position in The Duckhorn Portfolio, Inc. in Q1 2023 and held it in 1 quarter.
  • TwinBeech Capital's The Duckhorn Portfolio, Inc. position peaked at $518K in Q1 2023.
  • 158 funds tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q2 2023.

Based on TwinBeech Capital's 13F filing for Q2 2023, filed 14 Aug 2023.