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NAPA
The Duckhorn Portfolio, Inc.
NAPA
NAPA
Delisted
NAPA was delisted on the 23rd of December, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 151 |
MPWT
151
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$935 | -161 | Closed |
|
| 152 |
152
Allspring Global Investments
Charlotte,
North Carolina
| – | -$662 | -114 | Closed |
|
| 153 |
153
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$651 | -112 | Closed |
|
| 154 |
154
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$581 | -100 | Closed |
|
| 155 |
S
155
SignatureFD
Atlanta,
Georgia
| – | -$517 | -89 | Closed |
|
| 156 |
156
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$511 | -88 | Closed |
|
| 157 |
FFA
157
Farther Finance Advisors
San Francisco,
California
| – | -$349 | -60 | Closed |
|
| 158 |
PS
158
Principal Securities
Des Moines,
Iowa
| – | -$291 | -50 | Closed |
|
| 159 |
CSC
159
Caldwell Sutter Capital
Sausalito,
California
| – | -$244 | -42 | Closed |
|
| 160 |
RIL
160
Rothschild Investment LLC
Chicago,
Illinois
| – | -$116 | -20 | Closed |
|