CWM
NARI

Congress Wealth Management’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Congress Wealth Management’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
Q4 		– Sell
-56,644
Closed -$4.12M – 591
2022
Q3 		$4.12M Sell
56,644
-376
-0.7% -$28K 0.11% 194
2022
Q2 		$3.88M Sell
57,020
-2,063
-3% -$148K 0.1% 211
2022
Q1 		$5.36M Buy
59,083
+2,304
+4% +$189K 0.12% 198
2021
Q4 		$5.18M Buy
+56,779
New +$4.87M 0.1% 216

Other funds holding NARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Congress Wealth Management's NARI Position: Q4 2022 in Review

Congress Wealth Management sold out of Inari Medical, Inc. Common Stock (NARI) in Q4 2022, closing a stake of 56,644 shares — an estimated $4.12M sold.

Congress Wealth Management first reported a position in NARI in Q4 2021 and held it in 4 quarters. The position peaked at $5.36M in Q1 2022. 246 funds tracked by Wall St. Rank hold NARI as of Q4 2022.

  • Congress Wealth Management reported no remaining Inari Medical, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
  • Congress Wealth Management sold 56,644 Inari Medical, Inc. Common Stock shares in Q4 2022, an estimated $4.12M.
  • Congress Wealth Management first reported a position in Inari Medical, Inc. Common Stock in Q4 2021 and held it in 4 quarters.
  • Congress Wealth Management's Inari Medical, Inc. Common Stock position peaked at $5.36M in Q1 2022.
  • 246 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.