Global Wealth Management Investment Advisory’s Xenia Hotels & Resorts XHR Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-384	Closed	-$4K	–	648
2020 Q2	$4K	Hold	384	–	–	﹤0.01%	465
2020 Q1	$4K	Hold	384	–	–	﹤0.01%	450
2019 Q4	$8K	Hold	384	–	–	﹤0.01%	389
2019 Q3	$8K	Hold	384	–	–	﹤0.01%	357
2019 Q2	$8K	Hold	384	–	–	﹤0.01%	398
2019 Q1	$8K	Hold	384	–	–	﹤0.01%	410
2018 Q4	$7K	Buy	+384	New	+$7.8K	﹤0.01%	453

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 $535B AUM 26.23% 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 $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Wealth Management Investment Advisory's XHR Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Xenia Hotels & Resorts (XHR) in Q3 2020, closing a stake of 384 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in XHR in Q4 2018 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 203 funds tracked by Wall St. Rank hold XHR as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining Xenia Hotels & Resorts position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 384 Xenia Hotels & Resorts shares in Q3 2020, an estimated $4K.
Global Wealth Management Investment Advisory first reported a position in Xenia Hotels & Resorts in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's Xenia Hotels & Resorts position peaked at $8K in Q4 2019.
203 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.