Bank of Montreal
NARI

Bank of Montreal’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Bank of Montreal’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
-6,212
Closed -$317K – 3799
2024
Q4 		$317K Buy
6,212
+450
+8% +$22.1K ﹤0.01% 2511
2024
Q3 		$237K Sell
5,762
-260
-4% -$12.5K ﹤0.01% 2929
2024
Q2 		$290K Sell
6,022
-262
-4% -$11.6K ﹤0.01% 2757
2024
Q1 		$355K Buy
6,284
+1,254
+25% +$67K ﹤0.01% 2672
2023
Q4 		$331K Buy
5,030
+908
+22% +$54.7K ﹤0.01% 2798
2023
Q3 		$278K Buy
4,122
+26
+0.6% +$1.64K ﹤0.01% 2861
2023
Q2 		$244K Sell
4,096
-2,969
-42% -$187K ﹤0.01% 3095
2023
Q1 		$444K Buy
7,065
+1,351
+24% +$81.1K ﹤0.01% 2528
2022
Q4 		$407K Sell
5,714
-2,002
-26% -$145K ﹤0.01% 2725
2022
Q3 		$597 Buy
7,716
+2,282
+42% +$170K ﹤0.01% 2473
2022
Q2 		$388 Buy
5,434
+2,269
+72% +$163K ﹤0.01% 2839
2022
Q1 		$287K Sell
3,165
-92
-3% -$7.53K ﹤0.01% 3218
2021
Q4 		$305K Buy
3,257
+413
+15% +$35.4K ﹤0.01% 2714
2021
Q3 		$224K Buy
+2,844
New +$239K ﹤0.01% 3283
2021
Q2 		– Sell
-1,374
Closed -$156K – 5059
2021
Q1 		$156K Sell
1,374
-1,612
-54% -$167K ﹤0.01% 3214
2020
Q4 		$254K Buy
2,986
+1,858
+165% +$131K ﹤0.01% 3091
2020
Q3 		$81K Buy
+1,128
New +$72.5K ﹤0.01% 3197

Other funds holding NARI

SA
SoundView Advisors Olympia, Washington $307M AUM 20.33% 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 $8.31B AUM 21.94% 1-Year Est. Return

Bank of Montreal's NARI Position: Q1 2025 in Review

Bank of Montreal sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 6,212 shares — an estimated $317K sold.

Bank of Montreal first reported a position in NARI in Q3 2020 and held it in 17 quarters. The position peaked at $444K in Q1 2023. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Bank of Montreal reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 6,212 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $317K.
  • Bank of Montreal first reported a position in Inari Medical, Inc. Common Stock in Q3 2020 and held it in 17 quarters.
  • Bank of Montreal's Inari Medical, Inc. Common Stock position peaked at $444K in Q1 2023.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.