ZIC
NAPA

ZWJ Investment Counsel’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

ZWJ Investment Counsel’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
-15,127
Closed -$87.9K – 251
2024
Q3 		$87.9K Buy
+15,127
New +$99.5K ﹤0.01% 232

Other funds holding NAPA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ZWJ Investment Counsel's NAPA Position: Q4 2024 in Review

ZWJ Investment Counsel sold out of The Duckhorn Portfolio, Inc. (NAPA) in Q4 2024, closing a stake of 15,127 shares — an estimated $87.9K sold.

ZWJ Investment Counsel first reported a position in NAPA in Q3 2024 and held it in 1 quarter. The position peaked at $87.9K in Q3 2024. 1 fund tracked by Wall St. Rank holds NAPA as of Q4 2024.

  • ZWJ Investment Counsel reported no remaining The Duckhorn Portfolio, Inc. position as of Q4 2024 after selling out during the quarter.
  • ZWJ Investment Counsel sold 15,127 The Duckhorn Portfolio, Inc. shares in Q4 2024, an estimated $87.9K.
  • ZWJ Investment Counsel first reported a position in The Duckhorn Portfolio, Inc. in Q3 2024 and held it in 1 quarter.
  • ZWJ Investment Counsel's The Duckhorn Portfolio, Inc. position peaked at $87.9K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held The Duckhorn Portfolio, Inc. as of Q4 2024.

Based on ZWJ Investment Counsel's 13F filing for Q4 2024, filed 16 Jan 2025.