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Duckhorn Portfolio shares owned by Parallel Advisors

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

Historical chart of Parallel Advisors investment in Duckhorn Portfolio

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

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Quarterly reported holdings in Duckhorn Portfolio by Parallel Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15k 2.5k 5.81
2024-06-30 $1.4k 191 7.10
2023-12-31 $2.6k 269 9.85
2023-09-30 $4.4k 432 10.26
2023-06-30 $2.9k 220 12.97
2023-03-31 $1.6k 100 15.90
2022-12-31 $331 20 16.55
2022-09-30 $0 20 0.00
2021-09-30 $10k 460 21.74
2021-06-30 $10k 460 21.74
2021-03-31 $9.0k 560 16.07