Avior Wealth Management’s Couchbase BASE Stock Holding History

Avior Wealth Management’s Portfolio BASE Stock Details BASE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-541	Closed	-$14.2K	–	2404
2024 Q1	$14.2K	Buy	+541	New	+$14.1K	﹤0.01%	1732

Other funds holding BASE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Avior Wealth Management's BASE Position: Q2 2024 in Review

Avior Wealth Management sold out of Couchbase (BASE) in Q2 2024, closing a stake of 541 shares — an estimated $14.2K sold.

Avior Wealth Management first reported a position in BASE in Q1 2024 and held it in 1 quarter. The position peaked at $14.2K in Q1 2024. 166 funds tracked by Wall St. Rank hold BASE as of Q2 2024.

Avior Wealth Management reported no remaining Couchbase position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 541 Couchbase shares in Q2 2024, an estimated $14.2K.
Avior Wealth Management first reported a position in Couchbase in Q1 2024 and held it in 1 quarter.
Avior Wealth Management's Couchbase position peaked at $14.2K in Q1 2024.
166 funds tracked by Wall St. Rank held Couchbase as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.