AF
NARI

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

Allworth Financial’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
-42
Closed -$3.34K – 4214
2024
Q4 		$3.34K Buy
42
+4
+11% +$197 ﹤0.01% 2942
2024
Q3 		$1.57K Sell
38
-10
-21% -$480 ﹤0.01% 3058
2024
Q2 		$2.64K Buy
48
+44
+1,100% +$1.95K ﹤0.01% 2795
2024
Q1 		$192 Sell
4
-19
-83% -$1.01K ﹤0.01% 3452
2023
Q4 		$1.49K Buy
+23
New +$1.39K ﹤0.01% 2804
2023
Q2 		– Sell
-15
Closed -$927 – 3408
2023
Q1 		$927 Sell
15
-13
-46% -$780 ﹤0.01% 2697
2022
Q4 		$1.78K Buy
28
+12
+75% +$870 ﹤0.01% 2280
2022
Q3 		$1K Buy
16
+9
+129% +$670 ﹤0.01% 2571
2022
Q2 		$0 Buy
7
+4
+133% +$287 ﹤0.01% 2895
2022
Q1 		$0 Buy
+3
New +$246 ﹤0.01% 2428

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

Allworth Financial's NARI Position: Q1 2025 in Review

Allworth Financial sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 42 shares — an estimated $3.34K sold.

Allworth Financial first reported a position in NARI in Q1 2022 and held it in 10 quarters. The position peaked at $3.34K in Q4 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Allworth Financial reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 42 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $3.34K.
  • Allworth Financial first reported a position in Inari Medical, Inc. Common Stock in Q1 2022 and held it in 10 quarters.
  • Allworth Financial's Inari Medical, Inc. Common Stock position peaked at $3.34K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.