Mackenzie Financial
NARI

Mackenzie Financial’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Mackenzie Financial’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
-1,363,697
Closed -$69.6M – 1833
2024
Q4 		$69.6M Buy
1,363,697
+509,868
+60% +$25.1M 0.09% 180
2024
Q3 		$35.2M Buy
+853,829
New +$41M 0.05% 263
2023
Q2 		– Sell
-8,552
Closed -$528K – 1664
2023
Q1 		$528K Buy
+8,552
New +$513K ﹤0.01% 1012
2022
Q4 		– Sell
-3,176
Closed -$231K – 1603
2022
Q3 		$231K Sell
3,176
-111
-3% -$8.26K ﹤0.01% 1188
2022
Q2 		$223K Buy
+3,287
New +$236K ﹤0.01% 1235

Other funds holding NARI

SA
SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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