CFP
CZR icon

Comprehensive Financial Planning’s Caesars Entertainment CZR Stock Holding History

Comprehensive Financial Planning’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 		– Sell
-500
Closed -$11.7K – 401
2025
Q4 		$11.7K Hold
500
– – 0.01% 246
2025
Q3 		$13.5K Hold
500
– – 0.01% 224
2025
Q2 		$14.2K Hold
500
– – 0.01% 211
2025
Q1 		$12.5K Hold
500
– – 0.01% 200
2024
Q4 		$16.7K Buy
+500
New +$19.8K 0.01% 212

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

Comprehensive Financial Planning's CZR Position: Q1 2026 in Review

Comprehensive Financial Planning sold out of Caesars Entertainment (CZR) in Q1 2026, closing a stake of 500 shares — an estimated $11.7K sold.

Comprehensive Financial Planning first reported a position in CZR in Q4 2024 and held it in 5 quarters. The position peaked at $16.7K in Q4 2024. 400 funds tracked by Wall St. Rank hold CZR as of Q1 2026.

  • Comprehensive Financial Planning reported no remaining Caesars Entertainment position as of Q1 2026 after selling out during the quarter.
  • Comprehensive Financial Planning sold 500 Caesars Entertainment shares in Q1 2026, an estimated $11.7K.
  • Comprehensive Financial Planning first reported a position in Caesars Entertainment in Q4 2024 and held it in 5 quarters.
  • Comprehensive Financial Planning's Caesars Entertainment position peaked at $16.7K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Caesars Entertainment as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.