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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return