VFA
NARI

Values First Advisors’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Values First 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
2024
Q4 		– Sell
-3,116
Closed -$128K – 300
2024
Q3 		$128K Buy
+3,116
New +$150K 0.07% 170
2023
Q2 		– Sell
-1,895
Closed -$117K – 356
2023
Q1 		$117K Buy
+1,895
New +$114K 0.07% 160

Other funds holding NARI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HM
HCC Manager Chicago, Illinois $10.3M AUM 6.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Values First Advisors's NARI Position: Q4 2024 in Review

Values First Advisors sold out of Inari Medical, Inc. Common Stock (NARI) in Q4 2024, closing a stake of 3,116 shares — an estimated $128K sold.

Values First Advisors first reported a position in NARI in Q1 2023 and held it in 2 quarters. The position peaked at $128K in Q3 2024. 258 funds tracked by Wall St. Rank hold NARI as of Q4 2024.

  • Values First Advisors reported no remaining Inari Medical, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 3,116 Inari Medical, Inc. Common Stock shares in Q4 2024, an estimated $128K.
  • Values First Advisors first reported a position in Inari Medical, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Values First Advisors's Inari Medical, Inc. Common Stock position peaked at $128K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.