VFA
NARI

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

Valeo Financial Advisors’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
2021
Q2 		– Sell
-25
Closed -$3K – 1901
2021
Q1 		$3K Buy
25
+16
+178% +$1.66K ﹤0.01% 1741
2020
Q4 		$1K Hold
9
– – ﹤0.01% 1630
2020
Q3 		$1K Sell
9
-31
-78% -$1.99K ﹤0.01% 1547
2020
Q2 		$2K Buy
+40
New +$1.91K ﹤0.01% 1814

Other funds holding NARI

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Valeo Financial Advisors's NARI Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Inari Medical, Inc. Common Stock (NARI) in Q2 2021, closing a stake of 25 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in NARI in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q1 2021. 202 funds tracked by Wall St. Rank hold NARI as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Inari Medical, Inc. Common Stock position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 25 Inari Medical, Inc. Common Stock shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Inari Medical, Inc. Common Stock in Q2 2020 and held it in 4 quarters.
  • Valeo Financial Advisors's Inari Medical, Inc. Common Stock position peaked at $3K in Q1 2021.
  • 202 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.