EWA
NARI

EverSource Wealth Advisors’s Inari Medical, Inc. Common Stock NARI Stock Holding History

EverSource Wealth Advisors’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
-27
Closed -$1.38K – 4202
2024
Q4 		$1.38K Buy
27
+26
+2,600% +$1.28K ﹤0.01% 2859
2024
Q3 		$41 Sell
1
-40
-98% -$1.92K ﹤0.01% 3015
2024
Q2 		$1.91K Buy
41
+40
+4,000% +$1.77K ﹤0.01% 2565
2024
Q1 		$37 Sell
1
-22
-96% -$1.18K ﹤0.01% 2870
2023
Q4 		$1.49K Sell
23
-105
-82% -$6.32K ﹤0.01% 2267
2023
Q3 		$8.37K Buy
128
+123
+2,460% +$7.74K ﹤0.01% 1490
2023
Q2 		$291 Hold
5
– – ﹤0.01% 2399
2023
Q1 		$309 Buy
+5
New +$300 ﹤0.01% 2289
2022
Q2 		– Sell
-38
Closed -$3K – 1917
2022
Q1 		$3K Hold
38
– – ﹤0.01% 1470
2021
Q4 		$3K Buy
+38
New +$3.26K ﹤0.01% 1474

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

EverSource Wealth Advisors's NARI Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 27 shares — an estimated $1.38K sold.

EverSource Wealth Advisors first reported a position in NARI in Q4 2021 and held it in 10 quarters. The position peaked at $8.37K in Q3 2023. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 27 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $1.38K.
  • EverSource Wealth Advisors first reported a position in Inari Medical, Inc. Common Stock in Q4 2021 and held it in 10 quarters.
  • EverSource Wealth Advisors's Inari Medical, Inc. Common Stock position peaked at $8.37K in Q3 2023.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.