AWM
NARI

Abound Wealth Management’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Abound Wealth Management’s Portfolio NARI Stock Details NARI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4
Closed -$205 – 1336
2024
Q4 		$205 Hold
4
– – ﹤0.01% 1060
2024
Q3 		$165 Hold
4
– – ﹤0.01% 1255
2024
Q2 		$193 Buy
+4
New +$177 ﹤0.01% 1112

Other funds holding NARI

SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Abound Wealth Management's NARI Position: Q1 2025 in Review

Abound Wealth Management sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 4 shares — an estimated $205 sold.

Abound Wealth Management first reported a position in NARI in Q2 2024 and held it in 3 quarters. The position peaked at $205 in Q4 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Abound Wealth Management reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 4 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $205.
  • Abound Wealth Management first reported a position in Inari Medical, Inc. Common Stock in Q2 2024 and held it in 3 quarters.
  • Abound Wealth Management's Inari Medical, Inc. Common Stock position peaked at $205 in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.