TWA
XHR

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

TCI 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
2023
Q1 		– Sell
-257
Closed -$3.39K – 2652
2022
Q4 		$3.39K Buy
+257
New +$3.82K ﹤0.01% 1784
2022
Q2 		– Sell
-276
Closed -$5K – 2546
2022
Q1 		$5K Hold
276
– – ﹤0.01% 1620
2021
Q4 		$5K Buy
276
+66
+31% +$1.17K ﹤0.01% 1735
2021
Q3 		$4K Buy
+210
New +$3.68K ﹤0.01% 1838
2021
Q2 		– Sell
-96
Closed -$2K – 2467
2021
Q1 		$2K Buy
+96
New +$1.7K ﹤0.01% 1929
2020
Q2 		– Sell
-268
Closed -$3K – 1689
2020
Q1 		$3K Buy
+268
New +$4.46K ﹤0.01% 938
2018
Q4 		– Hold
0
– – – 930
2017
Q4 		– Hold
0
– – – 1287

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

TCI Wealth Advisors's XHR Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Xenia Hotels & Resorts (XHR) in Q1 2023, closing a stake of 257 shares — an estimated $3.39K sold.

TCI Wealth Advisors first reported a position in XHR in Q1 2020 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 215 funds tracked by Wall St. Rank hold XHR as of Q1 2023.

  • TCI Wealth Advisors reported no remaining Xenia Hotels & Resorts position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 257 Xenia Hotels & Resorts shares in Q1 2023, an estimated $3.39K.
  • TCI Wealth Advisors first reported a position in Xenia Hotels & Resorts in Q1 2020 and held it in 6 quarters.
  • TCI Wealth Advisors's Xenia Hotels & Resorts position peaked at $5K in Q1 2022.
  • 215 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.