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 $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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return