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 – 1718
2022
Q3 		$7.49K Buy
+543
New +$8.66K ﹤0.01% 982
2022
Q2 		– Sell
-1,613
Closed -$31.1K – 1724
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 – 1253
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 $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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sutton Wealth Advisors's XHR Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Xenia Hotels & Resorts (XHR) in Q4 2022, closing a stake of 543 shares — an estimated $7.49K sold.

Sutton Wealth Advisors first reported a position in XHR in Q3 2019 and held it in 9 quarters. The position peaked at $31.1K in Q4 2019. 224 funds tracked by Wall St. Rank hold XHR as of Q4 2022.

  • Sutton Wealth Advisors reported no remaining Xenia Hotels & Resorts position as of Q4 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 543 Xenia Hotels & Resorts shares in Q4 2022, an estimated $7.49K.
  • Sutton Wealth Advisors first reported a position in Xenia Hotels & Resorts in Q3 2019 and held it in 9 quarters.
  • Sutton Wealth Advisors's Xenia Hotels & Resorts position peaked at $31.1K in Q4 2019.
  • 224 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.