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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 |
176
Bessemer Group
Woodbridge,
New Jersey
| – | -$129K | -18,219 | Closed |
|
| 177 |
177
Cerity Partners
New York
| – | -$106K | -14,928 | Closed |
|
| 178 |
SQA
178
Simon Quick Advisors
Morristown,
New Jersey
| – | -$85.3K | -12,009 | Closed |
|
| 179 |
BCI
179
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$77.9K | -10,966 | Closed |
|
| 180 |
OPS
180
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$77.9K | -10,966 | Closed |
|
| 181 |
RTC
181
Riverview Trust Company
Vancouver,
Washington
| – | -$18.3K | -2,582 | Closed |
|
| 182 |
ATC
182
Advantage Trust Company
Salina,
Kansas
| – | -$10.7K | -1,500 | Closed |
|
| 183 |
EWA
183
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$2.24K | -308 | Closed |
|
| 184 |
GRP
184
Global Retirement Partners
San Rafael,
California
| – | -$959 | -135 | Closed |
|
| 185 |
C
185
Covestor
London,
United Kingdom
| – | -$164 | -25 | -69% |
|