AWS
NARI

Atria Wealth Solutions’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Atria Wealth Solutions’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
2024
Q1 		– Sell
-3,256
Closed -$211K – 2079
2023
Q4 		$211K Buy
+3,256
New +$196K ﹤0.01% 1740
2022
Q3 		– Sell
-3,784
Closed -$257K – 1869
2022
Q2 		$257K Buy
+3,784
New +$272K ﹤0.01% 1297

Other funds holding NARI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HM
HCC Manager Chicago, Illinois $10.3M AUM 6.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Atria Wealth Solutions's NARI Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2024, closing a stake of 3,256 shares — an estimated $211K sold.

Atria Wealth Solutions first reported a position in NARI in Q2 2022 and held it in 2 quarters. The position peaked at $257K in Q2 2022. 231 funds tracked by Wall St. Rank hold NARI as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,256 Inari Medical, Inc. Common Stock shares in Q1 2024, an estimated $211K.
  • Atria Wealth Solutions first reported a position in Inari Medical, Inc. Common Stock in Q2 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's Inari Medical, Inc. Common Stock position peaked at $257K in Q2 2022.
  • 231 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.