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NAPA

The Duckhorn Portfolio, Inc.

Delisted

NAPA was delisted on the 23rd of December, 2024.

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
126
Sandy Spring Bank
Maryland
$1.59K
PA
127
Parallel Advisors
California
$1.59K +$1.26K +80 +400%
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$1.59K
HIA
129
Harbor Investment Advisory
Maryland
$1.32K
BTI
130
Blue Trust Inc
Georgia
$1K +$566 +36 New
CSC
131
Caldwell Sutter Capital
California
$668 +$661 +42 New
EWP
132
Elevation Wealth Partners
California
$446 +$440 +28 New
FFA
133
Farther Finance Advisors
California
$398
QCG
134
Quadrant Capital Group
Ohio
$271 -$157 -10 -37%
EI
135
Ellevest Inc
New York
$207 +$94 +6 +86%
SC
136
Schubert & Co
Texas
$80
JWA
137
JFS Wealth Advisors
Pennsylvania
$64 +$16 +1 +33%
SIC
138
SJS Investment Consulting
Ohio
$48
DI
139
Disciplined Investments
Oklahoma
$32
LFG
140
Larson Financial Group
Missouri
$16
TWA
141
TCI Wealth Advisors
Arizona
$16 +$16 +1 New
Marshall Wace
142
Marshall Wace
United Kingdom
-$4.07M -245,426 Closed
BOCH
143
Blue Owl Capital Holdings
New York
-$2.6M -156,827 Closed
Arrowstreet Capital
144
Arrowstreet Capital
Massachusetts
-$2.45M -147,590 Closed
Retirement Systems of Alabama
145
Retirement Systems of Alabama
Alabama
-$1.39M -84,100 Closed
BF
146
BOK Financial
Oklahoma
-$1.02M -61,281 Closed
LOAMU
147
Lombard Odier Asset Management (USA)
New York
-$432K -26,071 Closed
SFI
148
Susquehanna Fundamental Investments
Pennsylvania
-$336K -20,305 Closed
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
-$301K -18,183 Closed
Lazard Asset Management
150
Lazard Asset Management
New York
-$115K -6,970 Closed