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XHR

WealthStone’s Xenia Hotels & Resorts XHR Stock Holding History

WealthStone’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
Q1 		$344K Buy
17,681
+102
+0.6% +$1.8K 0.12% 126
2020
Q4 		$267K Buy
17,579
+190
+1% +$2.28K 0.09% 158
2020
Q3 		$153K Buy
+17,389
New +$154K 0.07% 169

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

WealthStone's XHR Position: Q1 2021 in Review

WealthStone increased its Xenia Hotels & Resorts (XHR) stake by 0.58% in Q1 2021, buying an estimated $1.8K and bringing the position to 17,681 shares worth $344K. The position accounts for 0.12% of the portfolio, ranked #126.

WealthStone first reported a position in XHR in Q3 2020 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold XHR as of Q1 2021.

  • WealthStone held 17,681 shares of Xenia Hotels & Resorts worth $344K as of Q1 2021.
  • WealthStone bought 102 Xenia Hotels & Resorts shares in Q1 2021, an estimated $1.8K.
  • Xenia Hotels & Resorts made up 0.12% of WealthStone's portfolio in Q1 2021, its #126 holding.
  • WealthStone first reported a position in Xenia Hotels & Resorts in Q3 2020 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.