APWA
XHR

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 – 731
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return