RIL
NARI

Rothschild Investment LLC’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Rothschild Investment LLC’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
-65
Closed -$3.32K – 3110
2024
Q4 		$3.32K Buy
65
+25
+63% +$1.23K ﹤0.01% 1516
2024
Q3 		$1.65K Buy
40
+20
+100% +$960 ﹤0.01% 1830
2024
Q2 		$963 Buy
20
+15
+300% +$665 ﹤0.01% 1681
2024
Q1 		$240 Buy
+5
New +$267 ﹤0.01% 1671

Other funds holding NARI

SA
SoundView Advisors Olympia, Washington $307M AUM 20.33% 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 $8.31B AUM 21.94% 1-Year Est. Return

Rothschild Investment LLC's NARI Position: Q1 2025 in Review

Rothschild Investment LLC sold out of Inari Medical, Inc. Common Stock (NARI) in Q1 2025, closing a stake of 65 shares — an estimated $3.32K sold.

Rothschild Investment LLC first reported a position in NARI in Q1 2024 and held it in 4 quarters. The position peaked at $3.32K in Q4 2024. 4 funds tracked by Wall St. Rank hold NARI as of Q1 2025.

  • Rothschild Investment LLC reported no remaining Inari Medical, Inc. Common Stock position as of Q1 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 65 Inari Medical, Inc. Common Stock shares in Q1 2025, an estimated $3.32K.
  • Rothschild Investment LLC first reported a position in Inari Medical, Inc. Common Stock in Q1 2024 and held it in 4 quarters.
  • Rothschild Investment LLC's Inari Medical, Inc. Common Stock position peaked at $3.32K in Q4 2024.
  • 4 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.