Envestnet Asset Management
NARI

Envestnet Asset Management’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Envestnet Asset 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
2025
Q1 		– Sell
-58,384
Closed -$2.98M – 4503
2024
Q4 		$2.98M Sell
58,384
-618
-1% -$30.4K ﹤0.01% 2446
2024
Q3 		$2.43M Buy
59,002
+7,475
+15% +$359K ﹤0.01% 2526
2024
Q2 		$2.48M Sell
51,527
-1,439
-3% -$63.8K ﹤0.01% 2472
2024
Q1 		$2.54M Buy
52,966
+7
+0% +$374 ﹤0.01% 2428
2023
Q4 		$3.44M Sell
52,959
-4,368
-8% -$263K ﹤0.01% 2138
2023
Q3 		$3.75M Buy
57,327
+36,529
+176% +$2.3M ﹤0.01% 1988
2023
Q2 		$1.21M Buy
20,798
+2,717
+15% +$171K ﹤0.01% 2607
2023
Q1 		$1.12M Buy
18,081
+962
+6% +$57.7K ﹤0.01% 2592
2022
Q4 		$1.09M Sell
17,119
-5,950
-26% -$431K ﹤0.01% 2578
2022
Q3 		$1.68M Buy
23,069
+3,266
+16% +$243K ﹤0.01% 2186
2022
Q2 		$1.35M Sell
19,803
-1,313
-6% -$94.4K ﹤0.01% 2371
2022
Q1 		$1.91M Buy
21,116
+3,046
+17% +$249K ﹤0.01% 2220
2021
Q4 		$1.65M Buy
18,070
+3,812
+27% +$327K ﹤0.01% 2297
2021
Q3 		$1.16M Buy
14,258
+322
+2% +$27.1K ﹤0.01% 2437
2021
Q2 		$1.3M Buy
13,936
+1,102
+9% +$107K ﹤0.01% 2351
2021
Q1 		$1.37M Buy
12,834
+2,668
+26% +$277K ﹤0.01% 2186
2020
Q4 		$887K Buy
+10,166
New +$718K ﹤0.01% 2297

Other funds holding NARI

SA
SoundView Advisors Olympia, Washington $307M AUM 20.33% 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

Envestnet Asset Management's NARI Position: Q1 2025 in Review

Envestnet Asset Management sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 58,384 shares — an estimated $2.98M sold.

Envestnet Asset Management first reported a position in NARI in Q4 2020 and held it in 17 quarters. The position peaked at $3.75M in Q3 2023. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Envestnet Asset Management reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 58,384 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $2.98M.
  • Envestnet Asset Management first reported a position in Inari Medical, Inc. Common Stock in Q4 2020 and held it in 17 quarters.
  • Envestnet Asset Management's Inari Medical, Inc. Common Stock position peaked at $3.75M in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.