SFS
XHR

Sowell Financial Services’s Xenia Hotels & Resorts XHR Stock Holding History

Sowell Financial Services’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
2020
Q2 		– Sell
-133
Closed -$1K – 2703
2020
Q1 		$1K Hold
133
– – ﹤0.01% 2344
2019
Q4 		$3K Sell
133
-182
-58% -$3.85K ﹤0.01% 2114
2019
Q3 		$7K Buy
+315
New +$6.6K ﹤0.01% 1657
2017
Q1 		– Sell
-1,371
Closed -$25K – 573
2016
Q4 		$25K Buy
+1,371
New +$23.4K 0.01% 403

Other funds holding XHR

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return