EW
NARI

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

Evoke 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
-192,926
Closed -$9.85M – 471
2024
Q4 		$9.85M Buy
192,926
+130,186
+208% +$6.4M 0.27% 46
2024
Q3 		$2.59M Buy
+62,740
New +$3.01M 0.07% 107
2024
Q2 		– Sell
-62,727
Closed -$3.01M – 412
2024
Q1 		$3.01M Buy
+62,727
New +$3.35M 0.09% 93
2023
Q4 		– Sell
-62,740
Closed -$4.1M – 381
2023
Q3 		$4.1M Hold
62,740
– – 0.14% 76
2023
Q2 		$3.65M Sell
62,740
-812
-1% -$51.2K 0.13% 77
2023
Q1 		$3.92M Hold
63,552
– – 0.14% 71
2022
Q4 		$4.04M Buy
63,552
+480
+0.8% +$34.8K 0.15% 77
2022
Q3 		$4.58M Sell
63,072
-400
-0.6% -$29.8K 0.19% 58
2022
Q2 		$4.32M Buy
63,472
+1,309
+2% +$94.1K 0.16% 67
2022
Q1 		$5.63M Sell
62,163
-7,000
-10% -$573K 0.18% 65
2021
Q4 		$6.31M Buy
69,163
+332
+0.5% +$28.5K 0.2% 67
2021
Q3 		$5.58M Hold
68,831
– – 0.21% 61
2021
Q2 		$6.42M Hold
68,831
– – 0.24% 52
2021
Q1 		$7.37M Sell
68,831
-3,425
-5% -$355K 0.33% 41
2020
Q4 		$6.31M Buy
+72,256
New +$5.1M 0.43% 27

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 $426M AUM 23.62% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Evoke Wealth's NARI Position: Q1 2025 in Review

Evoke Wealth sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 192,926 shares — an estimated $9.85M sold.

Evoke Wealth first reported a position in NARI in Q4 2020 and held it in 15 quarters. The position peaked at $9.85M in Q4 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Evoke Wealth reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Evoke Wealth sold 192,926 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $9.85M.
  • Evoke Wealth first reported a position in Inari Medical, Inc. Common Stock in Q4 2020 and held it in 15 quarters.
  • Evoke Wealth's Inari Medical, Inc. Common Stock position peaked at $9.85M in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

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