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Cherry Tree Wealth Management’s Caesars Entertainment CZR Stock Holding History

Cherry Tree Wealth Management’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
Q1 		$21.1K Hold
800
– – ﹤0.01% 349
2025
Q4 		$18.7K Buy
+800
New +$18K ﹤0.01% 360

Other funds holding CZR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Cherry Tree Wealth Management's CZR Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Caesars Entertainment (CZR) position steady in Q1 2026 at 800 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #349.

Cherry Tree Wealth Management first reported a position in CZR in Q4 2025 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold CZR as of Q1 2026.

  • Cherry Tree Wealth Management held 800 shares of Caesars Entertainment worth $21.1K as of Q1 2026.
  • Cherry Tree Wealth Management left its Caesars Entertainment share count unchanged in Q1 2026.
  • Caesars Entertainment made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #349 holding.
  • Cherry Tree Wealth Management first reported a position in Caesars Entertainment in Q4 2025 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Caesars Entertainment as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.