CA
NARI

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

Clearstead Advisors’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
-226
Closed -$11.5K – 2330
2024
Q4 		$11.5K Hold
226
– – ﹤0.01% 1538
2024
Q3 		$9.32K Sell
226
-246
-52% -$11.8K ﹤0.01% 1596
2024
Q2 		$22.7K Buy
+472
New +$20.9K ﹤0.01% 1341

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

Clearstead Advisors's NARI Position: Q1 2025 in Review

Clearstead Advisors sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 226 shares — an estimated $11.5K sold.

Clearstead Advisors first reported a position in NARI in Q2 2024 and held it in 3 quarters. The position peaked at $22.7K in Q2 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Clearstead Advisors reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Clearstead Advisors sold 226 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $11.5K.
  • Clearstead Advisors first reported a position in Inari Medical, Inc. Common Stock in Q2 2024 and held it in 3 quarters.
  • Clearstead Advisors's Inari Medical, Inc. Common Stock position peaked at $22.7K in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.