PWMG
NARI

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

Private 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
-100
Closed -$5.11K – 1611
2024
Q4 		$5.11K Hold
100
– – ﹤0.01% 735
2024
Q3 		$4.12K Sell
100
-28
-22% -$1.34K ﹤0.01% 804
2024
Q2 		$6.16K Buy
+128
New +$5.67K ﹤0.01% 625
2024
Q1 		– Sell
-14
Closed -$909 – 1602
2023
Q4 		$909 Buy
+14
New +$843 ﹤0.01% 1321

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

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

Private Wealth Management Group sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 100 shares — an estimated $5.11K sold.

Private Wealth Management Group first reported a position in NARI in Q4 2023 and held it in 4 quarters. The position peaked at $6.16K in Q2 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Private Wealth Management Group reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 100 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $5.11K.
  • Private Wealth Management Group first reported a position in Inari Medical, Inc. Common Stock in Q4 2023 and held it in 4 quarters.
  • Private Wealth Management Group's Inari Medical, Inc. Common Stock position peaked at $6.16K in Q2 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.