CAL
NARI

Capital Advisors Ltd’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Capital Advisors Ltd’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
-12
Closed -$1K – 1588
2023
Q4 		$1K Hold
12
– – ﹤0.01% 1253
2023
Q3 		$1K Hold
12
– – ﹤0.01% 1243
2023
Q2 		$1K Hold
12
– – ﹤0.01% 1250
2023
Q1 		$1K Hold
12
– – ﹤0.01% 1153
2022
Q4 		$1K Hold
12
– – ﹤0.01% 1140
2022
Q3 		$1K Hold
12
– – ﹤0.01% 1168
2022
Q2 		$1K Buy
12
+9
+300% +$647 ﹤0.01% 934
2022
Q1 		$0 Buy
+3
New +$246 ﹤0.01% 1266

Other funds holding NARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $408B AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital Advisors Ltd's NARI Position: Q1 2024 in Review

Capital Advisors Ltd sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2024, closing a stake of 12 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in NARI in Q1 2022 and held it in 8 quarters. The position peaked at $1K in Q4 2023. 231 funds tracked by Wall St. Rank hold NARI as of Q1 2024.

  • Capital Advisors Ltd reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 12 Inari Medical, Inc. Common Stock shares in Q1 2024, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Inari Medical, Inc. Common Stock in Q1 2022 and held it in 8 quarters.
  • Capital Advisors Ltd's Inari Medical, Inc. Common Stock position peaked at $1K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2024.

Based on Capital Advisors Ltd's 13F filing for Q1 2024, filed 18 Apr 2024.