SWA
XHR

Sutton Wealth Advisors’s Xenia Hotels & Resorts XHR Stock Holding History

Sutton Wealth 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
Q4 		– Sell
-543
Closed -$7.49K – 1741
2022
Q3 		$7.49K Buy
+543
New +$8.66K ﹤0.01% 982
2022
Q2 		– Sell
-1,613
Closed -$31.1K – 1727
2022
Q1 		$31.1K Buy
1,613
+482
+43% +$8.82K 0.01% 562
2021
Q4 		$20.5K Buy
1,131
+590
+109% +$10.4K 0.01% 690
2021
Q3 		$9.6K Sell
541
-763
-59% -$13.4K ﹤0.01% 922
2021
Q2 		$24.4K Buy
+1,304
New +$25.1K 0.01% 643
2020
Q4 		– Sell
-2,282
Closed -$20K – 1254
2020
Q3 		$20K Hold
2,282
– – 0.01% 543
2020
Q2 		$21.3K Buy
+2,282
New +$21.3K 0.01% 513
2020
Q1 		– Sell
-1,441
Closed -$31.1K – 1266
2019
Q4 		$31.1K Buy
1,441
+41
+3% +$866 0.02% 442
2019
Q3 		$29.6K Buy
+1,400
New +$29.3K 0.02% 454

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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return