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Golden State Wealth Management’s Xenia Hotels & Resorts XHR Stock Holding History

Golden State Wealth Management’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
2025
Q2 		– Sell
-363
Closed -$4.27K – 1670
2025
Q1 		$4.27K Buy
+363
New +$5.05K ﹤0.01% 1199
2020
Q2 		– Sell
-140
Closed -$1K – 964
2020
Q1 		$1K Buy
+140
New +$2.33K ﹤0.01% 951
2019
Q4 		– Sell
-140
Closed -$3K – 983
2019
Q3 		$3K Hold
140
– – ﹤0.01% 947
2019
Q2 		$2K Hold
140
– – ﹤0.01% 1002
2019
Q1 		$3K Buy
+140
New +$2.67K ﹤0.01% 1000

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Golden State Wealth Management's XHR Position: Q2 2025 in Review

Golden State Wealth Management sold out of Xenia Hotels & Resorts (XHR) in Q2 2025, closing a stake of 363 shares — an estimated $4.27K sold.

Golden State Wealth Management first reported a position in XHR in Q1 2019 and held it in 5 quarters. The position peaked at $4.27K in Q1 2025. 259 funds tracked by Wall St. Rank hold XHR as of Q2 2025.

  • Golden State Wealth Management reported no remaining Xenia Hotels & Resorts position as of Q2 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 363 Xenia Hotels & Resorts shares in Q2 2025, an estimated $4.27K.
  • Golden State Wealth Management first reported a position in Xenia Hotels & Resorts in Q1 2019 and held it in 5 quarters.
  • Golden State Wealth Management's Xenia Hotels & Resorts position peaked at $4.27K in Q1 2025.
  • 259 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.