Taylor Hoffman Wealth Management’s Xenia Hotels & Resorts XHR Stock Holding History

Taylor Hoffman Wealth Management’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 Q3	–	Sell	-150	Closed	-$1K	–	375
2020 Q2	$1K	Buy	+150	New	+$1.4K	﹤0.01%	388
2020 Q1	–	Sell	-150	Closed	-$3K	–	397
2019 Q4	$3K	Hold	150	–	–	﹤0.01%	390
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	386
2019 Q2	$3K	Hold	150	–	–	﹤0.01%	374
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	378
2018 Q4	$3K	Hold	150	–	–	﹤0.01%	366
2018 Q3	$4K	Hold	150	–	–	﹤0.01%	349
2018 Q2	$4K	Hold	150	–	–	﹤0.01%	333
2018 Q1	$3K	Hold	150	–	–	﹤0.01%	381
2017 Q4	$3K	Buy	+150	New	+$3.27K	﹤0.01%	383

Other funds holding XHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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