A detailed history of Creative Planning transactions in Duckhorn Portfolio, Inc. stock. As of the latest transaction made, Creative Planning holds 37,221 shares of NAPA stock, worth $408,314. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37,221
Previous 18,034 106.39%
Holding current value
$408,314
Previous $128,000 67.97%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$5.56 - $7.66 $106,679 - $146,972
19,187 Added 106.39%
37,221 $215,000
Q2 2024

Aug 15, 2024

BUY
$6.99 - $9.19 $51,285 - $67,427
7,337 Added 68.59%
18,034 $128,000
Q1 2024

May 10, 2024

BUY
$8.55 - $10.07 $91,459 - $107,718
10,697 New
10,697 $99,000

Others Institutions Holding NAPA

About Duckhorn Portfolio, Inc.


  • Ticker NAPA
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Beverages—Wineries & Distilleries
  • Shares Outstandng 115,184,000
  • Market Cap $1.26B
  • Description
  • The Duckhorn Portfolio, Inc. produces and sells wines in North America. It offers wines under a portfolio of brands, including Duckhorn Vineyards, Decoy, Kosta Browne, Goldeneye, Paraduxx, Calera, Migration, Canvasback, Greenwing, and Postmark. The company sells wines to distributors, and directly to retail accounts and consumers. The company wa...
More about NAPA
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.