Bell Investment Advisors »

Duckhorn Portfolio shares owned by Bell Investment Advisors

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Bell Investment Advisors from 13F filings

Historical chart of Bell Investment Advisors investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Duckhorn Portfolio held by Bell Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duckhorn Portfolio by Bell Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $493 50 9.86

More positions owned by Bell Investment Advisors

Goldman Sachs Etf Tr Acces Treasury (GBIL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Flexshares Tr Iboxx 3r Targt (TDTT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Tr Msci Usa Mmentm (MTUM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for Bell Investment Advisors

Top funds holding Duckhorn Portfolio

Select Equity
Vanguard Group
Massachusetts Financial Services
Dimensional Fund Advisors
Royal Bank of Canada
Assenagon Asset Management
River Road Asset Management
Citadel Advisors
Goldman Sachs Group
Marshall Wace
Chilton Investment
Two Sigma Advisers
Charles Schwab Investment Management
Kennedy Capital Management
Deutsche Bank Aktiengesellschaft

View all funds holding Duckhorn Portfolio