MLFP
XHR

MPS Loria Financial Planners’s Xenia Hotels & Resorts XHR Stock Holding History

MPS Loria Financial Planners’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
-4,909
Closed -$95K – 569
2021
Q1 		$95K Sell
4,909
-1,065
-18% -$18.8K 0.04% 119
2020
Q4 		$88K Sell
5,974
-421
-7% -$5.05K 0.04% 121
2020
Q3 		$56K Sell
6,395
-40
-0.6% -$353 0.03% 143
2020
Q2 		$60K Buy
+6,435
New +$59.9K 0.03% 135
2017
Q3 		– Sell
-5,672
Closed -$111K – 350
2017
Q2 		$111K Buy
+5,672
New +$103K 0.07% 109

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
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

MPS Loria Financial Planners's XHR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Xenia Hotels & Resorts (XHR) in Q2 2021, closing a stake of 4,909 shares — an estimated $95K sold.

MPS Loria Financial Planners first reported a position in XHR in Q2 2017 and held it in 5 quarters. The position peaked at $111K in Q2 2017. 212 funds tracked by Wall St. Rank hold XHR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Xenia Hotels & Resorts position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 4,909 Xenia Hotels & Resorts shares in Q2 2021, an estimated $95K.
  • MPS Loria Financial Planners first reported a position in Xenia Hotels & Resorts in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Xenia Hotels & Resorts position peaked at $111K in Q2 2017.
  • 212 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.