TWM
XHR

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

Tradition 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
2024
Q1 		– Sell
-889
Closed -$12K – 1205
2023
Q4 		$12K Hold
889
– – ﹤0.01% 970
2023
Q3 		$10K Hold
889
– – ﹤0.01% 1021
2023
Q2 		$11K Hold
889
– – ﹤0.01% 1025
2023
Q1 		$12K Hold
889
– – ﹤0.01% 972
2022
Q4 		$12K Hold
889
– – ﹤0.01% 872
2022
Q3 		$12K Buy
+889
New +$14.2K ﹤0.01% 896

Other funds holding XHR

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
6CM
683 Capital Management New York $1.08B AUM 85.52% 1-Year Est. Return