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Baldwin Wealth Partners’s Philips PHG Stock Holding History

Baldwin Wealth Partners’s Portfolio PHG Stock Details PHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,166
Closed -$65.6K – 795
2024
Q3 		$65.6K Buy
+2,166
New +$57.6K ﹤0.01% 492
2024
Q1 		– Sell
-357
Closed -$7.44K – 721
2023
Q4 		$7.44K Hold
357
– – ﹤0.01% 601
2023
Q3 		$6.36K Hold
357
– – ﹤0.01% 610
2023
Q2 		$6.92K Hold
357
– – ﹤0.01% 624
2023
Q1 		$5.62K Sell
357
-3,234
-90% -$46.5K ﹤0.01% 667
2022
Q4 		$46.1K Hold
3,591
– – ﹤0.01% 422
2022
Q3 		$47K Hold
3,591
– – 0.01% 340
2022
Q2 		$66K Sell
3,591
-256
-7% -$5.52K 0.01% 310
2022
Q1 		$97K Sell
3,847
-252
-6% -$6.88K 0.01% 275
2021
Q4 		$125K Sell
4,099
-81
-2% -$2.75K 0.01% 242
2021
Q3 		$153K Buy
4,180
+492
+13% +$18.7K 0.02% 225
2021
Q2 		$151K Sell
3,688
-296
-7% -$13.7K 0.02% 226
2021
Q1 		$184K Buy
3,984
+179
+5% +$8.13K 0.02% 193
2020
Q4 		$167K Hold
3,805
– – 0.02% 193
2020
Q3 		$146K Buy
3,805
+109
+3% +$4.38K 0.02% 188
2020
Q2 		$140K Sell
3,696
-74
-2% -$2.58K 0.02% 182
2020
Q1 		$120K Sell
3,770
-592
-14% -$20.9K 0.02% 187
2019
Q4 		$169K Buy
4,362
+116
+3% +$4.2K 0.02% 191
2019
Q3 		$156K Buy
4,246
+3,114
+275% +$115K 0.02% 191
2019
Q2 		$39K Sell
1,132
-382
-25% -$12.3K 0.01% 333
2019
Q1 		$48K Hold
1,514
– – 0.01% 307
2018
Q4 		$41K Hold
1,514
– – 0.01% 306
2018
Q3 		$53K Hold
1,514
– – 0.01% 308
2018
Q2 		$50K Sell
1,514
-34
-2% -$1.09K 0.01% 312
2018
Q1 		$45K Sell
1,548
-125
-7% -$3.71K 0.01% 313
2017
Q4 		$48K Hold
1,673
– – 0.01% 303
2017
Q3 		$52K Hold
1,673
– – 0.01% 287
2017
Q2 		$45K Sell
1,673
-42
-2% -$1.1K 0.01% 308
2017
Q1 		$41K Sell
1,715
-74
-4% -$1.66K 0.01% 309
2016
Q4 		$41K Buy
+1,789
New +$39K 0.01% 306

Other funds holding PHG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baldwin Wealth Partners's PHG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Philips (PHG) in Q4 2024, closing a stake of 2,166 shares — an estimated $65.6K sold.

Baldwin Wealth Partners first reported a position in PHG in Q4 2016 and held it in 30 quarters. The position peaked at $184K in Q1 2021. 316 funds tracked by Wall St. Rank hold PHG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Philips position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,166 Philips shares in Q4 2024, an estimated $65.6K.
  • Baldwin Wealth Partners first reported a position in Philips in Q4 2016 and held it in 30 quarters.
  • Baldwin Wealth Partners's Philips position peaked at $184K in Q1 2021.
  • 316 funds tracked by Wall St. Rank held Philips as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.