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Duckhorn Portfolio shares owned by Dynamic Advisors Solutions

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

Historical chart of Dynamic Advisors Solutions investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duckhorn Portfolio by Dynamic Advisors Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $93k 10k 9.31
2023-12-31 $97k 10k 9.71
2023-09-30 $103k 10k 10.26
2023-06-30 $130k 10k 12.97
2023-03-31 $159k 10k 15.90

More positions owned by Dynamic Advisors Solutions

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Amazon (AMZN)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Dynamic Advisors Solutions

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