AFG
NARI

Albion Financial Group’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Albion Financial Group’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
-90
Closed -$4.59K – 708
2024
Q4 		$4.59K Hold
90
– – ﹤0.01% 478
2024
Q3 		$3.71K Hold
90
– – ﹤0.01% 388
2024
Q2 		$4.33K Hold
90
– – ﹤0.01% 381
2024
Q1 		$4.32K Hold
90
– – ﹤0.01% 364
2023
Q4 		$5.84K Hold
90
– – ﹤0.01% 340
2023
Q3 		$5.89K Hold
90
– – ﹤0.01% 322
2023
Q2 		$5.23K Buy
+90
New +$5.68K ﹤0.01% 332

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

Albion Financial Group's NARI Position: Q1 2025 in Review

Albion Financial Group sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 90 shares — an estimated $4.59K sold.

Albion Financial Group first reported a position in NARI in Q2 2023 and held it in 7 quarters. The position peaked at $5.89K in Q3 2023. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Albion Financial Group reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 90 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $4.59K.
  • Albion Financial Group first reported a position in Inari Medical, Inc. Common Stock in Q2 2023 and held it in 7 quarters.
  • Albion Financial Group's Inari Medical, Inc. Common Stock position peaked at $5.89K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.