CFFP
NARI

Center for Financial Planning’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Center for Financial Planning’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
-140
Closed -$7.15K – 751
2024
Q4 		$7.15K Hold
140
– – ﹤0.01% 456
2024
Q3 		$5.77K Hold
140
– – ﹤0.01% 450
2024
Q2 		$6.74K Hold
140
– – ﹤0.01% 434
2024
Q1 		$6.72K Hold
140
– – ﹤0.01% 449
2023
Q4 		$9.09K Hold
140
– – ﹤0.01% 374
2023
Q3 		$9.16K Hold
140
– – ﹤0.01% 365
2023
Q2 		$8.14K Hold
140
– – ﹤0.01% 399
2023
Q1 		$8.64K Hold
140
– – ﹤0.01% 372
2022
Q4 		$8.9K Hold
140
– – ﹤0.01% 368
2022
Q3 		$10K Hold
140
– – ﹤0.01% 360
2022
Q2 		$10K Buy
+140
New +$10.1K ﹤0.01% 361

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

Center for Financial Planning's NARI Position: Q1 2025 in Review

Center for Financial Planning sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 140 shares — an estimated $7.15K sold.

Center for Financial Planning first reported a position in NARI in Q2 2022 and held it in 11 quarters. The position peaked at $10K in Q3 2022. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Center for Financial Planning reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 140 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $7.15K.
  • Center for Financial Planning first reported a position in Inari Medical, Inc. Common Stock in Q2 2022 and held it in 11 quarters.
  • Center for Financial Planning's Inari Medical, Inc. Common Stock position peaked at $10K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.