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Duckhorn Portfolio shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott investment in Duckhorn Portfolio

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All positions including Duckhorn Portfolio held by Janney Montgomery Scott consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duckhorn Portfolio by Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2024-09-30 $765k 132k 5.81
2024-06-30 $658k 93k 7.10
2024-03-31 $878k 94k 9.31

More positions owned by Janney Montgomery Scott

Apple Common Stock (AAPL)
Ishs Core Sp 500 Etf ETF/Closed End (IVV)
Microsoft Corp Common Stock (MSFT)
Tech Sel Sect Spdr Etf ETF/Closed End (XLK)
Nvidia Corp Common Stock (NVDA)
Hlthcr Sel Sect Spdr Etf ETF/Closed End (XLV)
Amazoncom Common Stock (AMZN)
Ishs Core Ttl Usd Bd Etf ETF/Closed End- (IUSB)
Inv Qqq Etf ETF/Closed End (QQQ)
Jpmorgan Chase Common Stock (JPM)
Vngrd Ftse All World Etf ETF/Closed End (VEU)
Finl Sel Sect Spdr Etf ETF/Closed End (XLF)
Vngrd Ftse Pacific Etf ETF/Closed End (VPL)
Spdr Sp 500 Etf ETF/Closed End (SPY)
Alphabet Inc A Common Stock (GOOGL)

View all positions for Janney Montgomery Scott

Top funds holding Duckhorn Portfolio

TSG Consumer Partners
Vanguard Group
Westwood Holdings
BlackRock
BlackRock
Dimensional Fund Advisors
River Road Asset Management
Morgan Stanley
Medina Singh Partners
Marshall Wace
Hotchkis and Wiley Capital Management
CastleKnight Management
Verition Fund Management
Geode Capital Management
State Street Corporation

View all funds holding Duckhorn Portfolio