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 – 2468
2021
Q1 		$2K Buy
+96
New +$1.7K ﹤0.01% 1929
2020
Q2 		– Sell
-268
Closed -$3K – 1690
2020
Q1 		$3K Buy
+268
New +$4.46K ﹤0.01% 938
2019
Q1 		– Hold
0
– -$3K – 1573
2018
Q4 		– Hold
0
– – – 930
2018
Q1 		– Hold
0
– -$1K – 1456
2017
Q4 		– Hold
0
– – – 1287

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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return