PWMG
NARI

Prestige Wealth Management Group’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Prestige Wealth Management Group’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
-17
Closed -$868 – 1076
2024
Q4 		$868 Hold
17
– – ﹤0.01% 900
2024
Q3 		$702 Hold
17
– – ﹤0.01% 925
2024
Q2 		$819 Sell
17
-42
-71% -$1.86K ﹤0.01% 856
2024
Q1 		$2.83K Buy
59
+17
+40% +$908 ﹤0.01% 687
2023
Q4 		$2.73K Hold
42
– – ﹤0.01% 691
2023
Q3 		$2.75K Hold
42
– – ﹤0.01% 685
2023
Q2 		$2.44K Hold
42
– – ﹤0.01% 726
2023
Q1 		$2.59K Buy
42
+28
+200% +$1.68K ﹤0.01% 701
2022
Q4 		$890 Buy
+14
New +$1.01K ﹤0.01% 993

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

Prestige Wealth Management Group's NARI Position: Q1 2025 in Review

Prestige Wealth Management Group sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 17 shares — an estimated $868 sold.

Prestige Wealth Management Group first reported a position in NARI in Q4 2022 and held it in 9 quarters. The position peaked at $2.83K in Q1 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Prestige Wealth Management Group reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 17 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $868.
  • Prestige Wealth Management Group first reported a position in Inari Medical, Inc. Common Stock in Q4 2022 and held it in 9 quarters.
  • Prestige Wealth Management Group's Inari Medical, Inc. Common Stock position peaked at $2.83K in Q1 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Prestige Wealth Management Group's 13F filing for Q1 2025, filed 12 May 2025.