Baldwin Wealth Partners’s RH RH Stock Holding History

Baldwin Wealth Partners’s Portfolio RH Stock Details RH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11	Closed	-$3.68K	–	835
2024 Q3	$3.68K	Buy	+11	New	+$3.03K	﹤0.01%	899
2023 Q2	–	Sell	-10	Closed	-$2.44K	–	792
2023 Q1	$2.44K	Buy	+10	New	+$2.9K	﹤0.01%	718

Other funds holding RH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

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

Baldwin Wealth Partners sold out of RH (RH) in Q4 2024, closing a stake of 11 shares — an estimated $3.68K sold.

Baldwin Wealth Partners first reported a position in RH in Q1 2023 and held it in 2 quarters. The position peaked at $3.68K in Q3 2024. 424 funds tracked by Wall St. Rank hold RH as of Q4 2024.

Baldwin Wealth Partners reported no remaining RH position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 11 RH shares in Q4 2024, an estimated $3.68K.
Baldwin Wealth Partners first reported a position in RH in Q1 2023 and held it in 2 quarters.
Baldwin Wealth Partners's RH position peaked at $3.68K in Q3 2024.
424 funds tracked by Wall St. Rank held RH as of Q4 2024.

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