Evoke Wealth’s Xenia Hotels & Resorts XHR Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-231	Closed	-$5.05K	–	1367
2019 Q4	$5.05K	Hold	231	–	–	﹤0.01%	907
2019 Q3	$4.94K	Buy	+231	New	+$4.84K	﹤0.01%	1005

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

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

Evoke Wealth's XHR Position: Q1 2020 in Review

Evoke Wealth sold out of Xenia Hotels & Resorts (XHR) in Q1 2020, closing a stake of 231 shares — an estimated $5.05K sold.

Evoke Wealth first reported a position in XHR in Q3 2019 and held it in 2 quarters. The position peaked at $5.05K in Q4 2019. 230 funds tracked by Wall St. Rank hold XHR as of Q1 2020.

Evoke Wealth reported no remaining Xenia Hotels & Resorts position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 231 Xenia Hotels & Resorts shares in Q1 2020, an estimated $5.05K.
Evoke Wealth first reported a position in Xenia Hotels & Resorts in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Xenia Hotels & Resorts position peaked at $5.05K in Q4 2019.
230 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.