AssetMark Inc
NARI

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

AssetMark Inc’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
-20,473
Closed -$1.05M – 2791
2024
Q4 		$1.05M Buy
20,473
+1,091
+6% +$53.6K ﹤0.01% 847
2024
Q3 		$799K Buy
19,382
+1,076
+6% +$51.7K ﹤0.01% 823
2024
Q2 		$881K Buy
18,306
+5,241
+40% +$232K ﹤0.01% 795
2024
Q1 		$627K Buy
13,065
+2,611
+25% +$139K ﹤0.01% 800
2023
Q4 		$679K Buy
10,454
+3,344
+47% +$201K ﹤0.01% 751
2023
Q3 		$465K Buy
7,110
+3,111
+78% +$196K ﹤0.01% 768
2023
Q2 		$233K Buy
3,999
+998
+33% +$63K ﹤0.01% 820
2023
Q1 		$185K Buy
3,001
+392
+15% +$23.5K ﹤0.01% 840
2022
Q4 		$166K Buy
2,609
+781
+43% +$56.6K ﹤0.01% 845
2022
Q3 		$133K Buy
1,828
+747
+69% +$55.6K ﹤0.01% 817
2022
Q2 		$73K Buy
1,081
+849
+366% +$61K ﹤0.01% 862
2022
Q1 		$21K Buy
+232
New +$19K ﹤0.01% 1071

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

AssetMark Inc's NARI Position: Q1 2025 in Review

AssetMark Inc sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 20,473 shares — an estimated $1.05M sold.

AssetMark Inc first reported a position in NARI in Q1 2022 and held it in 12 quarters. The position peaked at $1.05M in Q4 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • AssetMark Inc reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 20,473 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $1.05M.
  • AssetMark Inc first reported a position in Inari Medical, Inc. Common Stock in Q1 2022 and held it in 12 quarters.
  • AssetMark Inc's Inari Medical, Inc. Common Stock position peaked at $1.05M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.