Duckhorn Portfolio shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in Duckhorn Portfolio
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Quarterly reported holdings in Duckhorn Portfolio by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12k | 2.0k | 5.81 |
| 2024-03-31 | $4.5k | 486 | 9.31 |
| 2023-12-31 | $7.0k | 707 | 9.85 |
| 2023-09-30 | $55k | 5.4k | 10.26 |
| 2023-06-30 | $73k | 5.6k | 12.97 |
| 2023-03-31 | $207k | 13k | 15.90 |
| 2022-12-31 | $230k | 14k | 16.28 |
| 2022-09-30 | $172k | 12k | 14.51 |
| 2022-06-30 | $306k | 14k | 21.16 |
| 2022-03-31 | $262k | 14k | 18.21 |
| 2021-12-31 | $348k | 15k | 23.37 |
| 2021-09-30 | $281k | 12k | 22.63 |
| 2021-06-30 | $268k | 12k | 21.86 |
| 2021-03-31 | $126k | 7.5k | 16.78 |