Envestnet Asset Management
BASE

Envestnet Asset Management’s Couchbase BASE Stock Holding History

Envestnet 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
-8,468
Closed -$206K – 4520
2025
Q2 		$206K Sell
8,468
-52,414
-86% -$953K ﹤0.01% 4220
2025
Q1 		$959K Buy
+60,882
New +$1.01M ﹤0.01% 3238
2024
Q3 		– Sell
-51,421
Closed -$939K – 4226
2024
Q2 		$939K Buy
51,421
+11,551
+29% +$269K ﹤0.01% 3085
2024
Q1 		$1.05M Buy
+39,870
New +$1.04M ﹤0.01% 2993

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