CWS
NARI

Confluence Wealth Services’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-53
Closed -$4K – 1225
2021
Q4 		$4K Buy
+53
New +$4.54K ﹤0.01% 1092

Other funds holding NARI

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Confluence Wealth Services's NARI Position: Q1 2022 in Review

Confluence Wealth Services sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2022, closing a stake of 53 shares — an estimated $4K sold.

Confluence Wealth Services first reported a position in NARI in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 214 funds tracked by Wall St. Rank hold NARI as of Q1 2022.

  • Confluence Wealth Services reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 53 Inari Medical, Inc. Common Stock shares in Q1 2022, an estimated $4K.
  • Confluence Wealth Services first reported a position in Inari Medical, Inc. Common Stock in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Inari Medical, Inc. Common Stock position peaked at $4K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.