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Meridian Wealth Partners’s Xenia Hotels & Resorts XHR Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-241
Closed -$5K – 1296
2021
Q1 		$5K Buy
+241
New +$4.26K ﹤0.01% 730

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Vanguard Group
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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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Meridian Wealth Partners's XHR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Xenia Hotels & Resorts (XHR) in Q2 2021, closing a stake of 241 shares — an estimated $5K sold.

Meridian Wealth Partners first reported a position in XHR in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 212 funds tracked by Wall St. Rank hold XHR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Xenia Hotels & Resorts position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 241 Xenia Hotels & Resorts shares in Q2 2021, an estimated $5K.
  • Meridian Wealth Partners first reported a position in Xenia Hotels & Resorts in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Xenia Hotels & Resorts position peaked at $5K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.