WP
XHR

WealthPLAN Partners’s Xenia Hotels & Resorts XHR Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-249
Closed -$3.06K – 1192
2023
Q2 		$3.06K Buy
+249
New +$3.11K ﹤0.01% 1001
2016
Q3 		$4.24K Hold
281
– – ﹤0.01% 751
2016
Q2 		$4.71K Buy
+281
New +$4.43K ﹤0.01% 2004
2015
Q2 		$9K Hold
421
– – ﹤0.01% 317
2015
Q1 		$10K Buy
+421
New +$9.11K ﹤0.01% 381

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
6CM
683 Capital Management New York $2.04B AUM 94.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

WealthPLAN Partners's XHR Position: Q3 2023 in Review

WealthPLAN Partners sold out of Xenia Hotels & Resorts (XHR) in Q3 2023, closing a stake of 249 shares — an estimated $3.06K sold.

WealthPLAN Partners first reported a position in XHR in Q1 2015 and held it in 5 quarters. The position peaked at $10K in Q1 2015. 217 funds tracked by Wall St. Rank hold XHR as of Q3 2023.

  • WealthPLAN Partners reported no remaining Xenia Hotels & Resorts position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 249 Xenia Hotels & Resorts shares in Q3 2023, an estimated $3.06K.
  • WealthPLAN Partners first reported a position in Xenia Hotels & Resorts in Q1 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Xenia Hotels & Resorts position peaked at $10K in Q1 2015.
  • 217 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.