Total Clarity Wealth Management »

Duckhorn Portfolio shares owned by Total Clarity Wealth Management

Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Total Clarity Wealth Management from 13F filings

Historical chart of Total Clarity Wealth Management investment in Duckhorn Portfolio

Tip: Access up to 7 years of quarterly data

All positions including Duckhorn Portfolio held by Total Clarity Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Duckhorn Portfolio by Total Clarity Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $748k 80k 9.31
2023-12-31 $551k 56k 9.85
2023-09-30 $198k 19k 10.26
2023-06-30 $131k 10k 12.97

More positions owned by Total Clarity Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Invesco Actively Managed Etf Var Rate Invt (VRIG)
Invesco Exchng Trad Slf Inde Bulletshs 2032 (BSCW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Alphabet Cap Stk Cl A (GOOGL)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)

View all positions for Total Clarity Wealth Management

Top funds holding Duckhorn Portfolio

Select Equity
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