Private Trust Company’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Private Trust Company’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	-121	Closed	-$6.18K	–	2554
2024 Q4	$6.18K	Hold	121	–	–	﹤0.01%	1909
2024 Q3	$4.99K	Hold	121	–	–	﹤0.01%	1951
2024 Q2	$5.83K	Buy	121 +26	+27%	+$1.15K	﹤0.01%	1867
2024 Q1	$4.56K	Buy	95 +6	+7%	+$321	﹤0.01%	1954
2023 Q4	$5.78K	Buy	89 +8	+10%	+$482	﹤0.01%	1868
2023 Q3	$5.3K	Buy	81 +27	+50%	+$1.7K	﹤0.01%	1855
2023 Q2	$3.14K	Buy	+54	New	+$3.41K	﹤0.01%	2010

Other funds holding NARI

SoundView Advisors Olympia, Washington $281M AUM 17.96% 1-Year Est. Return

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

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

Private Trust Company's NARI Position: Q1 2025 in Review

Private Trust Company sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 121 shares — an estimated $6.18K sold.

Private Trust Company first reported a position in NARI in Q2 2023 and held it in 7 quarters. The position peaked at $6.18K in Q4 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

Private Trust Company reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
Private Trust Company sold 121 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $6.18K.
Private Trust Company first reported a position in Inari Medical, Inc. Common Stock in Q2 2023 and held it in 7 quarters.
Private Trust Company's Inari Medical, Inc. Common Stock position peaked at $6.18K in Q4 2024.
4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Private Trust Company's 13F filing for Q1 2025, filed 28 Apr 2025.