AWM
NARI

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

Avior 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
-50
Closed -$2.55K – 2453
2024
Q4 		$2.55K Sell
50
-18
-26% -$885 ﹤0.01% 2072
2024
Q3 		$2.8K Sell
68
-53
-44% -$2.54K ﹤0.01% 1919
2024
Q2 		$5.83K Sell
121
-176
-59% -$7.8K ﹤0.01% 1680
2024
Q1 		$14.3K Buy
+297
New +$15.9K ﹤0.01% 1729

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

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

Avior Wealth Management sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 50 shares — an estimated $2.55K sold.

Avior Wealth Management first reported a position in NARI in Q1 2024 and held it in 4 quarters. The position peaked at $14.3K in Q1 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Avior Wealth Management reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 50 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $2.55K.
  • Avior Wealth Management first reported a position in Inari Medical, Inc. Common Stock in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Inari Medical, Inc. Common Stock position peaked at $14.3K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.