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 $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