Duckhorn Portfolio shares owned by Advantage Trust
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Advantage Trust
from 13F filings
Historical chart of Advantage Trust investment in Duckhorn Portfolio
Tip: Access up to 7 years of quarterly data
All positions including Duckhorn Portfolio held by Advantage Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duckhorn Portfolio by Advantage Trust
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $14k | 1.5k | 9.31 |
2023-12-31 | $15k | 1.5k | 9.85 |