Atlas Private Wealth Advisors’s Xenia Hotels & Resorts XHR Stock Holding History

Atlas Private Wealth Advisors’s Portfolio XHR Stock Details XHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-5,180	Closed	-$92K	–	714
2021 Q3	$92K	Sell	5,180 -1	-0%	-$18	0.05%	177
2021 Q2	$97K	Buy	5,181 +90	+2%	+$1.74K	0.05%	164
2021 Q1	$99K	Sell	5,091 -1,198	-19%	-$21.2K	0.06%	163
2020 Q4	$96K	Sell	6,289 -300	-5%	-$3.6K	0.06%	161
2020 Q3	$58K	Hold	6,589	–	–	0.05%	190
2020 Q2	$61K	Buy	+6,589	New	+$61.4K	0.05%	184

Other funds holding XHR

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atlas Private Wealth Advisors's XHR Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Xenia Hotels & Resorts (XHR) in Q4 2021, closing a stake of 5,180 shares — an estimated $92K sold.

Atlas Private Wealth Advisors first reported a position in XHR in Q2 2020 and held it in 6 quarters. The position peaked at $99K in Q1 2021. 226 funds tracked by Wall St. Rank hold XHR as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Xenia Hotels & Resorts position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 5,180 Xenia Hotels & Resorts shares in Q4 2021, an estimated $92K.
Atlas Private Wealth Advisors first reported a position in Xenia Hotels & Resorts in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Xenia Hotels & Resorts position peaked at $99K in Q1 2021.
226 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.