Wealthcare Advisory Partners’s Xenia Hotels & Resorts XHR Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-882	Closed	-$17K	–	1894
2021 Q1	$17K	Buy	+882	New	+$15.6K	﹤0.01%	1273
2019 Q1	–	Sell	-852	Closed	-$15K	–	1285
2018 Q4	$15K	Hold	852	–	–	﹤0.01%	707
2018 Q3	$20K	Hold	852	–	–	﹤0.01%	681
2018 Q2	$21K	Hold	852	–	–	﹤0.01%	665
2018 Q1	$17K	Hold	852	–	–	﹤0.01%	629
2017 Q4	$18K	Hold	852	–	–	﹤0.01%	566
2017 Q3	$18K	Hold	852	–	–	0.01%	452
2017 Q2	$17K	Hold	852	–	–	0.01%	73
2017 Q1	$15K	Hold	852	–	–	0.01%	71
2016 Q4	$17K	Buy	+852	New	+$14.5K	0.01%	69

Other funds holding XHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Advisory Partners's XHR Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Xenia Hotels & Resorts (XHR) in Q2 2021, closing a stake of 882 shares — an estimated $17K sold.

Wealthcare Advisory Partners first reported a position in XHR in Q4 2016 and held it in 10 quarters. The position peaked at $21K in Q2 2018. 212 funds tracked by Wall St. Rank hold XHR as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Xenia Hotels & Resorts position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 882 Xenia Hotels & Resorts shares in Q2 2021, an estimated $17K.
Wealthcare Advisory Partners first reported a position in Xenia Hotels & Resorts in Q4 2016 and held it in 10 quarters.
Wealthcare Advisory Partners's Xenia Hotels & Resorts position peaked at $21K in Q2 2018.
212 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.