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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 |
|
|---|---|---|---|---|---|---|
| 176 |
BFEC
176
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -250 | Closed |
|
| 177 |
VNA
177
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$1K | -105 | Closed |
|
| 178 |
MPWT
178
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$680 | -69 | Closed |
|
| 179 |
BIA
179
Bell Investment Advisors
Oakland,
California
| – | -$493 | -50 | Closed |
|
| 180 |
GWS
180
Glassman Wealth Services
Vienna,
Virginia
| – | -$424 | -43 | Closed |
|
| 181 |
VCM
181
Versant Capital Management
Phoenix,
Arizona
| – | -$177 | -18 | Closed |
|
| 182 |
GRP
182
Global Retirement Partners
San Rafael,
California
| – | -$135 | -15 | Closed |
|
| 183 |
C
183
Covestor
London,
United Kingdom
| – | -$82 | -9 | -56% |
|