Wells Fargo
NAPA

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

Wells Fargo’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
-36,557
Closed -$212K – 7246
2024
Q3 		$212K Buy
36,557
+2,361
+7% +$15.5K ﹤0.01% 4531
2024
Q2 		$243K Buy
34,196
+5,272
+18% +$42.4K ﹤0.01% 4386
2024
Q1 		$269K Buy
28,924
+10,778
+59% +$98.7K ﹤0.01% 4281
2023
Q4 		$179K Buy
18,146
+4,722
+35% +$47.7K ﹤0.01% 4532
2023
Q3 		$138K Sell
13,424
-6,955
-34% -$86.1K ﹤0.01% 4588
2023
Q2 		$264K Buy
20,379
+7,357
+56% +$104K ﹤0.01% 4406
2023
Q1 		$207K Buy
13,022
+7,570
+139% +$119K ﹤0.01% 4405
2022
Q4 		$90.3K Sell
5,452
-567
-9% -$8.72K ﹤0.01% 4587
2022
Q3 		$86K Buy
6,019
+63
+1% +$1.13K ﹤0.01% 4695
2022
Q2 		$125K Sell
5,956
-10,267
-63% -$201K ﹤0.01% 4521
2022
Q1 		$295K Sell
16,223
-12,371
-43% -$242K ﹤0.01% 4765
2021
Q4 		$668K Buy
28,594
+14,214
+99% +$296K ﹤0.01% 4439
2021
Q3 		$330K Sell
14,380
-5,223
-27% -$114K ﹤0.01% 4888
2021
Q2 		$432K Buy
19,603
+18,603
+1,860% +$362K ﹤0.01% 4698
2021
Q1 		$17K Buy
+1,000
New +$18K ﹤0.01% 6202

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

Wells Fargo's NAPA Position: Q4 2024 in Review

Wells Fargo sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 36,557 shares — an estimated $212K sold.

Wells Fargo first reported a position in NAPA in Q1 2021 and held it in 15 quarters. The position peaked at $668K in Q4 2021. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Wells Fargo reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Wells Fargo sold 36,557 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $212K.
  • Wells Fargo first reported a position in The Duckhorn Portfolio, Inc. in Q1 2021 and held it in 15 quarters.
  • Wells Fargo's The Duckhorn Portfolio, Inc. position peaked at $668K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Wells Fargo's 13F filing for Q4 2024, filed 13 Feb 2025.