Zurich Cantonal Bank
NAPA

Zurich Cantonal Bank’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Zurich Cantonal Bank’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
-7,618
Closed -$44.3K – 2690
2024
Q3 		$44.3K Hold
7,618
– – ﹤0.01% 2564
2024
Q2 		$54.1K Hold
7,618
– – ﹤0.01% 2529
2024
Q1 		$70.9K Sell
7,618
-9,091
-54% -$83.3K ﹤0.01% 2497
2023
Q4 		$165K Buy
16,709
+1,933
+13% +$19.5K ﹤0.01% 2196
2023
Q3 		$152K Buy
14,776
+2,225
+18% +$27.5K ﹤0.01% 2140
2023
Q2 		$163K Buy
12,551
+5,135
+69% +$72.8K ﹤0.01% 2057
2023
Q1 		$118K Hold
7,416
– – ﹤0.01% 2200
2022
Q4 		$123K Buy
7,416
+1,998
+37% +$30.7K ﹤0.01% 2150
2022
Q3 		$78K Buy
5,418
+2,707
+100% +$48.5K ﹤0.01% 2396
2022
Q2 		$57K Hold
2,711
– – ﹤0.01% 2540
2022
Q1 		$49K Sell
2,711
-5,247
-66% -$102K ﹤0.01% 2532
2021
Q4 		$186K Buy
+7,958
New +$166K ﹤0.01% 2114

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

Zurich Cantonal Bank's NAPA Position: Q4 2024 in Review

Zurich Cantonal Bank sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 7,618 shares — an estimated $44.3K sold.

Zurich Cantonal Bank first reported a position in NAPA in Q4 2021 and held it in 12 quarters. The position peaked at $186K in Q4 2021. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • Zurich Cantonal Bank reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • Zurich Cantonal Bank sold 7,618 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $44.3K.
  • Zurich Cantonal Bank first reported a position in The Duckhorn Portfolio, Inc. in Q4 2021 and held it in 12 quarters.
  • Zurich Cantonal Bank's The Duckhorn Portfolio, Inc. position peaked at $186K in Q4 2021.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on Zurich Cantonal Bank's 13F filing for Q4 2024, filed 7 Feb 2025.