PWMG
BASE

Private Wealth Management Group’s Couchbase BASE Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-95
Closed -$1.48K – 1494
2024
Q4 		$1.48K Sell
95
-15
-14% -$256 ﹤0.01% 1199
2024
Q3 		$1.77K Hold
110
– – ﹤0.01% 1114
2024
Q2 		$2.01K Sell
110
-56
-34% -$1.3K ﹤0.01% 1042
2024
Q1 		$4.37K Buy
166
+56
+51% +$1.46K ﹤0.01% 665
2023
Q4 		$2.48K Buy
+110
New +$2.02K ﹤0.01% 888

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
ER
EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's BASE Position: Q1 2025 in Review

Private Wealth Management Group sold out of Couchbase (BASE) in Q1 2025, closing a stake of 95 shares — an estimated $1.48K sold.

Private Wealth Management Group first reported a position in BASE in Q4 2023 and held it in 5 quarters. The position peaked at $4.37K in Q1 2024. 152 funds tracked by Wall St. Rank hold BASE as of Q1 2025.

  • Private Wealth Management Group reported no remaining Couchbase position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 95 Couchbase shares in Q1 2025, an estimated $1.48K.
  • Private Wealth Management Group first reported a position in Couchbase in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Couchbase position peaked at $4.37K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Couchbase as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.