Carson Wealth (CWM LLC)
NARI

Carson Wealth (CWM LLC)’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Carson Wealth (CWM LLC)’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
-605
Closed -$31K – 5267
2024
Q4 		$31K Sell
605
-651
-52% -$32K ﹤0.01% 3160
2024
Q3 		$52K Sell
1,256
-70
-5% -$3.36K ﹤0.01% 2669
2024
Q2 		$64K Sell
1,326
-32
-2% -$1.42K ﹤0.01% 2296
2024
Q1 		$65K Sell
1,358
-43,391
-97% -$2.32M ﹤0.01% 2139
2023
Q4 		$2.9M Sell
44,749
-5,172
-10% -$311K 0.02% 506
2023
Q3 		$3.27M Sell
49,921
-1,867
-4% -$117K 0.02% 444
2023
Q2 		$3.01M Buy
51,788
+625
+1% +$39.4K 0.02% 444
2023
Q1 		$3.16M Sell
51,163
-2,489
-5% -$149K 0.02% 407
2022
Q4 		$3.41M Sell
53,652
-10,411
-16% -$755K 0.03% 375
2022
Q3 		$4.65M Sell
64,063
-2,579
-4% -$192K 0.04% 290
2022
Q2 		$4.53M Sell
66,642
-10,330
-13% -$742K 0.04% 304
2022
Q1 		$6.98M Sell
76,972
-11,846
-13% -$970K 0.05% 259
2021
Q4 		$8.11M Buy
+88,818
New +$7.61M 0.06% 237
2021
Q2 		$8.55M Hold
91,702
– – 0.07% 216
2021
Q1 		$8.55M Hold
91,702
– – 0.07% 216
2020
Q4 		$8.55M Hold
91,702
– – 0.07% 216
2020
Q3 		$8.55M Hold
91,702
– – 0.07% 216
2020
Q2 		$8.55M Buy
+91,702
New +$4.38M 0.07% 216

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

Carson Wealth (CWM LLC)'s NARI Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 605 shares — an estimated $31K sold.

Carson Wealth (CWM LLC) first reported a position in NARI in Q2 2020 and held it in 18 quarters. The position peaked at $8.55M in Q2 2021. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 605 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $31K.
  • Carson Wealth (CWM LLC) first reported a position in Inari Medical, Inc. Common Stock in Q2 2020 and held it in 18 quarters.
  • Carson Wealth (CWM LLC)'s Inari Medical, Inc. Common Stock position peaked at $8.55M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.