WAP
XHR

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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
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