BAM
BASE

Bellevue Asset Management’s Couchbase BASE Stock Holding History

Bellevue Asset 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
2025
Q3 		– Sell
-197
Closed -$4.8K – 488
2025
Q2 		$4.8K Hold
197
– – ﹤0.01% 343
2025
Q1 		$3.1K Hold
197
– – ﹤0.01% 383
2024
Q4 		$3.07K Buy
197
+57
+41% +$973 ﹤0.01% 404
2024
Q3 		$2.26K Buy
140
+24
+21% +$415 ﹤0.01% 401
2024
Q2 		$2.12K Buy
+116
New +$2.7K ﹤0.01% 402

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return