Dynamic Advisor Solutions LLC Duckhorn Portfolio, Inc. Transaction History
Dynamic Advisor Solutions LLC
- $2.92 Billion
- Q1 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Duckhorn Portfolio, Inc. stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 10,000 shares of NAPA stock, worth $71,800. This represents 0.0% of its overall portfolio holdings.
Number of Shares
10,000
Previous 10,000
-0.0%
Holding current value
$71,800
Previous $98,000
5.1%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding NAPA
# of Institutions
158Shares Held
112MCall Options Held
101KPut Options Held
52.5K-
Tsg Consumer Partners LP Larkspur, CA61.8MShares$444 Million36.33% of portfolio
-
Select Equity Group, L.P. New York, NY8.25MShares$59.2 Million0.29% of portfolio
-
Vanguard Group Inc Valley Forge, PA5.27MShares$37.9 Million0.0% of portfolio
-
Black Rock Inc. New York, NY3.98MShares$28.6 Million0.0% of portfolio
-
Massachusetts Financial Services CO Boston, MA3.73MShares$26.8 Million0.01% of portfolio
About Duckhorn Portfolio, Inc.
- Ticker NAPA
- Exchange NYSE
- Sector Consumer Defensive
- Industry Beverages—Wineries & Distilleries
- Shares Outstandng 115,184,000
- Market Cap $827M
- 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...