FPFS
XHR

First Personal Financial Services’s Xenia Hotels & Resorts XHR Stock Holding History

First Personal Financial Services’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
-403
Closed -$9K – 538
2019
Q4 		$9K Sell
403
-213
-35% -$4.5K ﹤0.01% 287
2019
Q3 		$13K Hold
616
– – ﹤0.01% 359
2019
Q2 		$13K Hold
616
– – ﹤0.01% 473
2019
Q1 		$13K Hold
616
– – ﹤0.01% 463
2018
Q4 		$11K Hold
616
– – ﹤0.01% 461
2018
Q3 		$15K Hold
616
– – ﹤0.01% 447
2018
Q2 		$15K Buy
+616
New +$14K 0.01% 441

Other funds holding XHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Personal Financial Services's XHR Position: Q1 2020 in Review

First Personal Financial Services sold out of Xenia Hotels & Resorts (XHR) in Q1 2020, closing a stake of 403 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in XHR in Q2 2018 and held it in 7 quarters. The position peaked at $15K in Q3 2018. 230 funds tracked by Wall St. Rank hold XHR as of Q1 2020.

  • First Personal Financial Services reported no remaining Xenia Hotels & Resorts position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 403 Xenia Hotels & Resorts shares in Q1 2020, an estimated $9K.
  • First Personal Financial Services first reported a position in Xenia Hotels & Resorts in Q2 2018 and held it in 7 quarters.
  • First Personal Financial Services's Xenia Hotels & Resorts position peaked at $15K in Q3 2018.
  • 230 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.