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

Glassman Wealth Services’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 Q1	–	Sell	-10	Closed	-$636	–	2015
2022 Q4	$636	Hold	10	–	–	﹤0.01%	1570
2022 Q3	$1K	Sell	10 -2	-17%	-$149	﹤0.01%	1585
2022 Q2	$1K	Buy	12 +3	+33%	+$216	﹤0.01%	1589
2022 Q1	$1K	Sell	9 -5	-36%	-$409	﹤0.01%	1571
2021 Q4	$1K	Buy	14 +7	+100%	+$600	﹤0.01%	1558
2021 Q3	$1K	Buy	+7	New	+$588	﹤0.01%	1516

Other funds holding NARI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Glassman Wealth Services's NARI Position: Q1 2023 in Review

Glassman Wealth Services sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2023, closing a stake of 10 shares — an estimated $636 sold.

Glassman Wealth Services first reported a position in NARI in Q3 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 256 funds tracked by Wall St. Rank hold NARI as of Q1 2023.

Glassman Wealth Services reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2023 after selling out during the quarter.
Glassman Wealth Services sold 10 Inari Medical, Inc. Common Stock shares in Q1 2023, an estimated $636.
Glassman Wealth Services first reported a position in Inari Medical, Inc. Common Stock in Q3 2021 and held it in 6 quarters.
Glassman Wealth Services's Inari Medical, Inc. Common Stock position peaked at $1K in Q3 2022.
256 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2023.

Based on Glassman Wealth Services's 13F filing for Q1 2023, filed 4 May 2023.