SFA
XHR

Souders Financial Advisors’s Xenia Hotels & Resorts XHR Stock Holding History

Souders Financial Advisors’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
2022
Q2 		– Sell
-10,509
Closed -$203K – 153
2022
Q1 		$203K Sell
10,509
-399
-4% -$7.3K 0.06% 142
2021
Q4 		$198K Sell
10,908
-373
-3% -$6.58K 0.06% 134
2021
Q3 		$200K Sell
11,281
-2,265
-17% -$39.7K 0.06% 133
2021
Q2 		$254K Sell
13,546
-955
-7% -$18.4K 0.09% 119
2021
Q1 		$283K Hold
14,501
– – 0.11% 104
2020
Q4 		$220K Hold
14,501
– – 0.1% 102
2020
Q3 		$175K Sell
14,501
-37
-0.3% -$327 0.08% 104
2020
Q2 		$136K Buy
14,538
+37
+0.3% +$345 0.08% 94
2020
Q1 		$149K Buy
+14,501
New +$241K 0.13% 87

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Souders Financial Advisors's XHR Position: Q2 2022 in Review

Souders Financial Advisors sold out of Xenia Hotels & Resorts (XHR) in Q2 2022, closing a stake of 10,509 shares — an estimated $203K sold.

Souders Financial Advisors first reported a position in XHR in Q1 2020 and held it in 9 quarters. The position peaked at $283K in Q1 2021. 235 funds tracked by Wall St. Rank hold XHR as of Q2 2022.

  • Souders Financial Advisors reported no remaining Xenia Hotels & Resorts position as of Q2 2022 after selling out during the quarter.
  • Souders Financial Advisors sold 10,509 Xenia Hotels & Resorts shares in Q2 2022, an estimated $203K.
  • Souders Financial Advisors first reported a position in Xenia Hotels & Resorts in Q1 2020 and held it in 9 quarters.
  • Souders Financial Advisors's Xenia Hotels & Resorts position peaked at $283K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2022.

Based on Souders Financial Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.