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Delap Wealth Advisory’s Caesars Entertainment CZR Stock Holding History

Delap Wealth Advisory’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
2024
Q2 		– Sell
-8,734
Closed -$382K – 168
2024
Q1 		$382K Buy
+8,734
New +$378K 0.15% 108

Other funds holding CZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Delap Wealth Advisory's CZR Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Caesars Entertainment (CZR) in Q2 2024, closing a stake of 8,734 shares — an estimated $382K sold.

Delap Wealth Advisory first reported a position in CZR in Q1 2024 and held it in 1 quarter. The position peaked at $382K in Q1 2024. 495 funds tracked by Wall St. Rank hold CZR as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Caesars Entertainment position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 8,734 Caesars Entertainment shares in Q2 2024, an estimated $382K.
  • Delap Wealth Advisory first reported a position in Caesars Entertainment in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Caesars Entertainment position peaked at $382K in Q1 2024.
  • 495 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.