WA
XHR

Wealthstar Advisors’s Xenia Hotels & Resorts XHR Stock Holding History

Wealthstar Advisors’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
2024
Q2 		– Sell
-10,697
Closed -$161K – 145
2024
Q1 		$161K Hold
10,697
– – 0.06% 126
2023
Q4 		$146K Sell
10,697
-375
-3% -$4.63K 0.05% 123
2023
Q3 		$130K Hold
11,072
– – 0.06% 112
2023
Q2 		$136K Hold
11,072
– – 0.06% 78
2023
Q1 		$145K Hold
11,072
– – 0.06% 91
2022
Q4 		$146K Hold
11,072
– – 0.07% 90
2022
Q3 		$153K Hold
11,072
– – 0.07% 91
2022
Q2 		$161K Hold
11,072
– – 0.07% 87
2022
Q1 		$213K Hold
11,072
– – 0.08% 85
2021
Q4 		$201K Hold
11,072
– – 0.07% 84
2021
Q3 		$196K Hold
11,072
– – 0.07% 89
2021
Q2 		$206K Buy
+11,072
New +$213K 0.08% 97
2020
Q1 		$127K Hold
12,306
– – 0.1% 56
2019
Q4 		$265K Sell
12,306
-78
-0.6% -$1.65K 0.17% 46
2019
Q3 		$263K Hold
12,384
– – 0.17% 48
2019
Q2 		$260K Hold
12,384
– – 0.18% 46
2019
Q1 		$271K Hold
12,384
– – 0.2% 44
2018
Q4 		$211K Sell
12,384
-543
-4% -$11K 0.17% 48
2018
Q3 		$307K Hold
12,927
– – 0.23% 45
2018
Q2 		$311K Sell
12,927
-339
-3% -$7.73K 0.24% 43
2018
Q1 		$262K Buy
+13,266
New +$275K 0.22% 38

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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return