Corient Private Wealth
NARI

Corient Private Wealth’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Corient Private Wealth’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
-5,373
Closed -$274K – 2482
2024
Q4 		$274K Buy
+5,373
New +$264K ﹤0.01% 1943
2024
Q3 		– Sell
-4,425
Closed -$213K – 2572
2024
Q2 		$213K Buy
+4,425
New +$196K ﹤0.01% 2095

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

Corient Private Wealth's NARI Position: Q1 2025 in Review

Corient Private Wealth sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 5,373 shares — an estimated $274K sold.

Corient Private Wealth first reported a position in NARI in Q2 2024 and held it in 2 quarters. The position peaked at $274K in Q4 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Corient Private Wealth reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 5,373 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $274K.
  • Corient Private Wealth first reported a position in Inari Medical, Inc. Common Stock in Q2 2024 and held it in 2 quarters.
  • Corient Private Wealth's Inari Medical, Inc. Common Stock position peaked at $274K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.