Duckhorn Portfolio shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Duckhorn Portfolio
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Quarterly reported holdings in Duckhorn Portfolio by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $63k | 11k | 5.81 |
| 2024-06-30 | $730k | 103k | 7.10 |
| 2024-03-31 | $839k | 90k | 9.31 |
| 2023-09-30 | $526k | 51k | 10.26 |
| 2023-06-30 | $513k | 40k | 12.97 |
| 2023-03-31 | $576k | 36k | 15.90 |
| 2022-12-31 | $488k | 30k | 16.57 |
| 2022-09-30 | $385k | 27k | 14.41 |
| 2022-06-30 | $741k | 35k | 21.06 |
| 2022-03-31 | $512k | 28k | 18.19 |
| 2021-12-31 | $468k | 20k | 23.36 |
| 2021-09-30 | $410k | 18k | 22.89 |
More positions owned by Envestnet Asset Management
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