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Impact Partnership Wealth’s Xenia Hotels & Resorts XHR Stock Holding History

Impact Partnership 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
2024
Q1 		– Sell
-234
Closed -$3.19K – 878
2023
Q4 		$3.19K Buy
+234
New +$2.89K ﹤0.01% 633

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
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return

Impact Partnership Wealth's XHR Position: Q1 2024 in Review

Impact Partnership Wealth sold out of Xenia Hotels & Resorts (XHR) in Q1 2024, closing a stake of 234 shares — an estimated $3.19K sold.

Impact Partnership Wealth first reported a position in XHR in Q4 2023 and held it in 1 quarter. The position peaked at $3.19K in Q4 2023. 220 funds tracked by Wall St. Rank hold XHR as of Q1 2024.

  • Impact Partnership Wealth reported no remaining Xenia Hotels & Resorts position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 234 Xenia Hotels & Resorts shares in Q1 2024, an estimated $3.19K.
  • Impact Partnership Wealth first reported a position in Xenia Hotels & Resorts in Q4 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Xenia Hotels & Resorts position peaked at $3.19K in Q4 2023.
  • 220 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.