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

Heritage 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
2023 Q2	–	Sell	-75	Closed	-$4.63K	–	598
2023 Q1	$4.63K	Hold	75	–	–	﹤0.01%	478
2022 Q4	$4.77K	Hold	75	–	–	﹤0.01%	479
2022 Q3	$5.45K	Hold	75	–	–	﹤0.01%	449
2022 Q2	$5K	Hold	75	–	–	﹤0.01%	495
2022 Q1	$7K	Hold	75	–	–	﹤0.01%	459
2021 Q4	$7K	Sell	75 -75	-50%	-$6.43K	﹤0.01%	470
2021 Q3	$12.2K	Hold	150	–	–	﹤0.01%	430
2021 Q2	$14K	Hold	150	–	–	﹤0.01%	433
2021 Q1	$16.1K	Hold	150	–	–	﹤0.01%	439
2020 Q4	$13K	Buy	150 +50	+50%	+$3.53K	﹤0.01%	442
2020 Q3	$6.9K	Hold	100	–	–	﹤0.01%	414
2020 Q2	$4.84K	Buy	+100	New	+$4.78K	﹤0.01%	408

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Heritage Wealth Advisors's NARI Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of Inari Medical, Inc. Common Stock (NARI) in Q2 2023, closing a stake of 75 shares — an estimated $4.63K sold.

Heritage Wealth Advisors first reported a position in NARI in Q2 2020 and held it in 12 quarters. The position peaked at $16.1K in Q1 2021. 250 funds tracked by Wall St. Rank hold NARI as of Q2 2023.

Heritage Wealth Advisors reported no remaining Inari Medical, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 75 Inari Medical, Inc. Common Stock shares in Q2 2023, an estimated $4.63K.
Heritage Wealth Advisors first reported a position in Inari Medical, Inc. Common Stock in Q2 2020 and held it in 12 quarters.
Heritage Wealth Advisors's Inari Medical, Inc. Common Stock position peaked at $16.1K in Q1 2021.
250 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.