WFA
BASE

West Financial Advisors’s Couchbase BASE Stock Holding History

West Financial Advisors’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
-100
Closed -$2.44K – 196
2025
Q2 		$2.44K Hold
100
– – ﹤0.01% 178
2025
Q1 		$1.57K Buy
+100
New +$1.66K ﹤0.01% 184

Other funds holding BASE

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

West Financial Advisors's BASE Position: Q3 2025 in Review

West Financial Advisors sold out of Couchbase (BASE) in Q3 2025, closing a stake of 100 shares — an estimated $2.44K sold.

West Financial Advisors first reported a position in BASE in Q1 2025 and held it in 2 quarters. The position peaked at $2.44K in Q2 2025. 3 funds tracked by Wall St. Rank hold BASE as of Q3 2025.

  • West Financial Advisors reported no remaining Couchbase position as of Q3 2025 after selling out during the quarter.
  • West Financial Advisors sold 100 Couchbase shares in Q3 2025, an estimated $2.44K.
  • West Financial Advisors first reported a position in Couchbase in Q1 2025 and held it in 2 quarters.
  • West Financial Advisors's Couchbase position peaked at $2.44K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Couchbase as of Q3 2025.

Based on West Financial Advisors's 13F filing for Q3 2025, filed 14 Oct 2025.