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Avantax Planning Partners’s Caesars Entertainment CZR Stock Holding History

Avantax Planning Partners’s Portfolio CZR Stock Details CZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$611K Sell
20,249
-4,275
-17% -$120K 0.02% 262
2026
Q1 		$648K Sell
24,524
-5
-0% -$119 0.02% 241
2025
Q4 		$574K Buy
24,529
+1,788
+8% +$40.2K 0.02% 252
2025
Q3 		$615K Hold
22,741
– – 0.02% 240
2025
Q2 		$646K Hold
22,741
– – 0.02% 237
2025
Q1 		$569K Hold
22,741
– – 0.02% 237
2024
Q4 		$760K Buy
22,741
+6,506
+40% +$258K 0.03% 198
2024
Q3 		$678K Sell
16,235
-454
-3% -$17K 0.02% 213
2024
Q2 		$663K Buy
16,689
+1
+0% +$38 0.02% 246
2024
Q1 		$730K Sell
16,688
-42
-0.3% -$1.82K 0.02% 243
2023
Q4 		$784K Sell
16,730
-9
-0.1% -$400 0.03% 191
2023
Q3 		$776K Buy
16,739
+7
+0% +$372 0.03% 184
2023
Q2 		$853K Buy
16,732
+1
+0% +$45 0.03% 177
2023
Q1 		$817K Buy
16,731
+2
+0% +$98 0.03% 190
2022
Q4 		$696K Sell
16,729
-1
-0% -$45 0.03% 202
2022
Q3 		$540K Hold
16,730
– – 0.02% 215
2022
Q2 		$641K Buy
16,730
+3
+0% +$167 0.03% 197
2022
Q1 		$1.29M Hold
16,727
– – 0.05% 132
2021
Q4 		$1.56M Sell
16,727
-5
-0% -$507 0.06% 118
2021
Q3 		$1.88M Sell
16,732
-53
-0.3% -$5.18K 0.09% 92
2021
Q2 		$1.74M Hold
16,785
– – 0.08% 98
2021
Q1 		$1.47M Sell
16,785
-2,140
-11% -$180K 0.08% 107
2020
Q4 		$1.41M Buy
18,925
+50
+0.3% +$3.14K 0.07% 108
2020
Q3 		$1.06M Sell
18,875
-3,944
-17% -$173K 0.06% 121
2020
Q2 		$914K Buy
22,819
+41
+0.2% +$1.14K 0.05% 125
2020
Q1 		$328K Buy
22,778
+545
+2% +$25.5K 0.02% 195
2019
Q4 		$1.33M Hold
22,233
– – 0.08% 95
2019
Q3 		$886K Hold
22,233
– – 0.05% 117
2019
Q2 		$1.08M Hold
22,233
– – 0.07% 97
2019
Q1 		$1.04M Buy
+22,233
New +$1.01M 0.07% 100

Other funds holding CZR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
KLCMU
Kite Lake Capital Management (UK) London, United Kingdom $290M AUM 183.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avantax Planning Partners's CZR Position: Q2 2026 in Review

Avantax Planning Partners reduced its Caesars Entertainment (CZR) stake by 17% in Q2 2026, selling an estimated $120K and leaving 20,249 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #262.

Avantax Planning Partners first reported a position in CZR in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.88M in Q3 2021. 412 funds tracked by Wall St. Rank hold CZR as of Q2 2026.

  • Avantax Planning Partners held 20,249 shares of Caesars Entertainment worth $611K as of Q2 2026.
  • Avantax Planning Partners sold 4,275 Caesars Entertainment shares in Q2 2026, an estimated $120K.
  • Caesars Entertainment made up 0.02% of Avantax Planning Partners's portfolio in Q2 2026, its #262 holding.
  • Avantax Planning Partners first reported a position in Caesars Entertainment in Q1 2019 and has held it in 30 quarters since.
  • Avantax Planning Partners's Caesars Entertainment position peaked at $1.88M in Q3 2021.
  • 412 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.