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Wealthcare Capital Management’s Xenia Hotels & Resorts XHR Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-71
Closed -$1K – 684
2021
Q1 		$1K Buy
+71
New +$1.25K ﹤0.01% 729

Other funds holding XHR

BlackRock
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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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Capital Management's XHR Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Xenia Hotels & Resorts (XHR) in Q2 2021, closing a stake of 71 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in XHR in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 212 funds tracked by Wall St. Rank hold XHR as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Xenia Hotels & Resorts position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 71 Xenia Hotels & Resorts shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Xenia Hotels & Resorts in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Xenia Hotels & Resorts position peaked at $1K in Q1 2021.
  • 212 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2021.

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