Duckhorn Portfolio shares owned by AdvisorShares Investments
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by AdvisorShares Investments
from 13F filings
Historical chart of AdvisorShares Investments investment in Duckhorn Portfolio
Tip: Access up to 7 years of quarterly data
All positions including Duckhorn Portfolio held by AdvisorShares Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Duckhorn Portfolio by AdvisorShares Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $123k | 12k | 10.26 |
| 2023-06-30 | $141k | 11k | 12.97 |
| 2023-03-31 | $291k | 18k | 15.90 |
| 2022-12-31 | $204k | 12k | 16.57 |
| 2022-09-30 | $195k | 14k | 14.44 |
| 2022-06-30 | $421k | 20k | 21.05 |
| 2022-03-31 | $259k | 14k | 18.21 |
| 2021-12-31 | $332k | 14k | 23.35 |
| 2021-09-30 | $325k | 14k | 22.86 |
| 2021-06-30 | $331k | 15k | 22.07 |
| 2021-03-31 | $252k | 15k | 16.80 |
More positions owned by AdvisorShares Investments
Fiserv Adr (FI)
View all positions for AdvisorShares Investments