TPWA
XHR

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

TRUE Private 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
2021
Q1 		– Sell
-62
Closed – – 715
2020
Q4 		$0 Hold
62
– – ﹤0.01% 772
2020
Q3 		$0 Hold
62
– – ﹤0.01% 746
2020
Q2 		$0 Hold
62
– – ﹤0.01% 759
2020
Q1 		$0 Hold
62
– – ﹤0.01% 852
2019
Q4 		$1K Buy
+62
New +$1.31K ﹤0.01% 787
2019
Q3 		– Sell
-62
Closed -$1K – 728
2019
Q2 		$1K Buy
+62
New +$1.34K ﹤0.01% 776
2018
Q4 		– Sell
-62
Closed -$1.49K – 927
2018
Q3 		$1.49K Buy
+62
New +$1.5K ﹤0.01% 1042

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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return