TSWM
XHR

Tyler-Stone Wealth Management’s Xenia Hotels & Resorts XHR Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-409
Closed -$5.86K – 959
2024
Q2 		$5.86K Hold
409
– – ﹤0.01% 732
2024
Q1 		$6.14K Hold
409
– – ﹤0.01% 727
2023
Q4 		$5.57K Hold
409
– – ﹤0.01% 710
2023
Q3 		$5K Hold
409
– – ﹤0.01% 727
2023
Q2 		$5K Buy
+409
New +$5.1K ﹤0.01% 717
2022
Q4 		$5K Hold
409
– – ﹤0.01% 670
2022
Q3 		$6K Hold
409
– – ﹤0.01% 627
2022
Q2 		$6K Hold
409
– – ﹤0.01% 650
2022
Q1 		$8K Hold
409
– – ﹤0.01% 617
2021
Q4 		$7K Buy
+409
New +$7.22K ﹤0.01% 664

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tyler-Stone Wealth Management's XHR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Xenia Hotels & Resorts (XHR) in Q3 2024, closing a stake of 409 shares — an estimated $5.86K sold.

Tyler-Stone Wealth Management first reported a position in XHR in Q4 2021 and held it in 10 quarters. The position peaked at $8K in Q1 2022. 225 funds tracked by Wall St. Rank hold XHR as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Xenia Hotels & Resorts position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 409 Xenia Hotels & Resorts shares in Q3 2024, an estimated $5.86K.
  • Tyler-Stone Wealth Management first reported a position in Xenia Hotels & Resorts in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Xenia Hotels & Resorts position peaked at $8K in Q1 2022.
  • 225 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.