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Concurrent Investment Advisors’s Caesars Entertainment CZR Stock Holding History

Concurrent Investment Advisors’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
2025
Q3 		– Sell
-11,671
Closed -$331K – 1523
2025
Q2 		$331K Buy
+11,671
New +$317K 0.01% 1014

Other funds holding CZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Concurrent Investment Advisors's CZR Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of Caesars Entertainment (CZR) in Q3 2025, closing a stake of 11,671 shares — an estimated $331K sold.

Concurrent Investment Advisors first reported a position in CZR in Q2 2025 and held it in 1 quarter. The position peaked at $331K in Q2 2025. 445 funds tracked by Wall St. Rank hold CZR as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining Caesars Entertainment position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 11,671 Caesars Entertainment shares in Q3 2025, an estimated $331K.
  • Concurrent Investment Advisors first reported a position in Caesars Entertainment in Q2 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's Caesars Entertainment position peaked at $331K in Q2 2025.
  • 445 funds tracked by Wall St. Rank held Caesars Entertainment as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.