BAM
NARI

Belpointe Asset Management’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-925
Closed -$57.1K – 3522
2023
Q1 		$57.1K Buy
925
+45
+5% +$2.7K ﹤0.01% 1621
2022
Q4 		$55.9K Buy
+880
New +$63.8K ﹤0.01% 1537

Other funds holding NARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Belpointe Asset Management's NARI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Inari Medical, Inc. Common Stock (NARI) in Q2 2023, closing a stake of 925 shares — an estimated $57.1K sold.

Belpointe Asset Management first reported a position in NARI in Q4 2022 and held it in 2 quarters. The position peaked at $57.1K in Q1 2023. 250 funds tracked by Wall St. Rank hold NARI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Inari Medical, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 925 Inari Medical, Inc. Common Stock shares in Q2 2023, an estimated $57.1K.
  • Belpointe Asset Management first reported a position in Inari Medical, Inc. Common Stock in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Inari Medical, Inc. Common Stock position peaked at $57.1K in Q1 2023.
  • 250 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.