Wealth Enhancement Advisory Services
NARI

Wealth Enhancement Advisory Services’s Inari Medical, Inc. Common Stock NARI Stock Holding History

Wealth Enhancement Advisory Services’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
-5,039
Closed -$208K – 3144
2024
Q3 		$208K Buy
5,039
+187
+4% +$8.98K ﹤0.01% 2429
2024
Q2 		$234K Buy
4,852
+348
+8% +$15.4K ﹤0.01% 2175
2024
Q1 		$216K Sell
4,504
-1,562
-26% -$83.4K ﹤0.01% 2138
2023
Q4 		$394K Buy
6,066
+1,868
+44% +$112K ﹤0.01% 1655
2023
Q3 		$275K Buy
+4,198
New +$264K ﹤0.01% 1793

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

Wealth Enhancement Advisory Services's NARI Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Inari Medical, Inc. Common Stock (NARI) in Q4 2024, closing a stake of 5,039 shares — an estimated $208K sold.

Wealth Enhancement Advisory Services first reported a position in NARI in Q3 2023 and held it in 5 quarters. The position peaked at $394K in Q4 2023. 258 funds tracked by Wall St. Rank hold NARI as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining Inari Medical, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 5,039 Inari Medical, Inc. Common Stock shares in Q4 2024, an estimated $208K.
  • Wealth Enhancement Advisory Services first reported a position in Inari Medical, Inc. Common Stock in Q3 2023 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's Inari Medical, Inc. Common Stock position peaked at $394K in Q4 2023.
  • 258 funds tracked by Wall St. Rank held Inari Medical, Inc. Common Stock as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.