EI
NARI

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

Ellevest Inc’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
2023
Q2 		– Sell
-9
Closed -$556 – 1716
2023
Q1 		$556 Sell
9
-11
-55% -$660 ﹤0.01% 1668
2022
Q4 		$1.27K Buy
20
+1
+5% +$73 ﹤0.01% 1467
2022
Q3 		$1K Buy
19
+13
+217% +$968 ﹤0.01% 1543
2022
Q2 		$0 Buy
6
+2
+50% +$144 ﹤0.01% 1747
2022
Q1 		$0 Buy
+4
New +$327 ﹤0.01% 1670

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ellevest Inc's NARI Position: Q2 2023 in Review

Ellevest Inc sold out of Inari Medical, Inc. Common Stock (NARI) in Q2 2023, closing a stake of 9 shares — an estimated $556 sold.

Ellevest Inc first reported a position in NARI in Q1 2022 and held it in 5 quarters. The position peaked at $1.27K in Q4 2022. 250 funds tracked by Wall St. Rank hold NARI as of Q2 2023.

  • Ellevest Inc reported no remaining Inari Medical, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 9 Inari Medical, Inc. Common Stock shares in Q2 2023, an estimated $556.
  • Ellevest Inc first reported a position in Inari Medical, Inc. Common Stock in Q1 2022 and held it in 5 quarters.
  • Ellevest Inc's Inari Medical, Inc. Common Stock position peaked at $1.27K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.