CAS
BASE

Coppell Advisory Solutions’s Couchbase BASE Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-1,054
Closed -$16.1K – 1981
2024
Q3 		$16.1K Buy
1,054
+36
+4% +$623 ﹤0.01% 941
2024
Q2 		$18.6K Buy
+1,018
New +$23.7K ﹤0.01% 816

Other funds holding BASE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Coppell Advisory Solutions's BASE Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Couchbase (BASE) in Q4 2024, closing a stake of 1,054 shares — an estimated $16.1K sold.

Coppell Advisory Solutions first reported a position in BASE in Q2 2024 and held it in 2 quarters. The position peaked at $18.6K in Q2 2024. 148 funds tracked by Wall St. Rank hold BASE as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Couchbase position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,054 Couchbase shares in Q4 2024, an estimated $16.1K.
  • Coppell Advisory Solutions first reported a position in Couchbase in Q2 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Couchbase position peaked at $18.6K in Q2 2024.
  • 148 funds tracked by Wall St. Rank held Couchbase as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.