Concord Wealth Partners’s Caesars Entertainment CZR Stock Holding History

Concord Wealth 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
2023 Q4	–	Sell	-19	Closed	-$881	–	861
2023 Q3	$881	Hold	19	–	–	﹤0.01%	954
2023 Q2	$968	Hold	19	–	–	﹤0.01%	954
2023 Q1	$927	Hold	19	–	–	﹤0.01%	903
2022 Q4	$790	Buy	+19	New	+$846	﹤0.01%	1113
2022 Q3	–	Sell	-49	Closed	-$2K	–	367
2022 Q2	$2K	Hold	49	–	–	﹤0.01%	1005
2022 Q1	$4K	Hold	49	–	–	﹤0.01%	950
2021 Q4	$5K	Buy	49 +30	+158%	+$3.04K	﹤0.01%	935
2021 Q3	$2K	Sell	19 -30	-61%	-$2.93K	﹤0.01%	743
2021 Q2	$5K	Hold	49	–	–	﹤0.01%	726
2021 Q1	$4K	Buy	+49	New	+$4.11K	﹤0.01%	704

Other funds holding CZR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

Concord Wealth Partners's CZR Position: Q4 2023 in Review

Concord Wealth Partners sold out of Caesars Entertainment (CZR) in Q4 2023, closing a stake of 19 shares — an estimated $881 sold.

Concord Wealth Partners first reported a position in CZR in Q1 2021 and held it in 10 quarters. The position peaked at $5K in Q4 2021. 539 funds tracked by Wall St. Rank hold CZR as of Q4 2023.

Concord Wealth Partners reported no remaining Caesars Entertainment position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 19 Caesars Entertainment shares in Q4 2023, an estimated $881.
Concord Wealth Partners first reported a position in Caesars Entertainment in Q1 2021 and held it in 10 quarters.
Concord Wealth Partners's Caesars Entertainment position peaked at $5K in Q4 2021.
539 funds tracked by Wall St. Rank held Caesars Entertainment as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.