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Duckhorn Portfolio shares owned by Raymond James & Associates

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Raymond James & Associates from 13F filings

Historical chart of Raymond James & Associates investment in Duckhorn Portfolio

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All positions including Duckhorn Portfolio held by Raymond James & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Duckhorn Portfolio by Raymond James & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 200k 5.81
2024-06-30 $1.5M 207k 7.10
2022-06-30 $527k 25k 21.05
2022-03-31 $462k 25k 18.20
2021-12-31 $578k 25k 23.35
2021-09-30 $393k 17k 22.90
2021-06-30 $299k 14k 22.07