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Duckhorn Portfolio shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance Advisors investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Duckhorn Portfolio by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2k 326 9.85
2023-09-30 $257 25 10.28
2023-06-30 $324 25 12.96
2023-03-31 $398 25 15.92
2022-12-31 $414 25 16.56

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Apple Stock (AAPL)
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Vanguard Short-term Bond Etf Etf (BSV)
Nvidia Corporation Stock (NVDA)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Microsoft Corp Stock (MSFT)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Eafe Value Etf Etf (EFV)
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Etf (SHM)

View all positions for Farther Finance Advisors

Top funds holding Duckhorn Portfolio

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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