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

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Wellington Management Group
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State Street
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CIM
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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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
6CM
683 Capital Management New York $1.08B AUM 85.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return