Envestnet Portfolio Solutions’s Caesars Entertainment CZR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,309
Closed -$244K 1590
2024
Q4
$244K Sell
7,309
-57
-0.8% -$2.26K ﹤0.01% 1597
2024
Q3
$307K Buy
7,366
+698
+10% +$26.2K ﹤0.01% 1440
2024
Q2
$265K Buy
6,668
+1,591
+31% +$59.8K ﹤0.01% 1446
2024
Q1
$222K Buy
+5,077
New +$220K ﹤0.01% 1512

Other funds holding CZR

Envestnet Portfolio Solutions's CZR Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Caesars Entertainment (CZR) in Q1 2025, closing a stake of 7,309 shares — an estimated $244K sold.

Envestnet Portfolio Solutions first reported a position in CZR in Q1 2024 and held it in 4 quarters. The position peaked at $307K in Q3 2024. 458 funds tracked by Wall St. Rank hold CZR as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Caesars Entertainment position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,309 Caesars Entertainment shares in Q1 2025, an estimated $244K.
  • Envestnet Portfolio Solutions first reported a position in Caesars Entertainment in Q1 2024 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Caesars Entertainment position peaked at $307K in Q3 2024.
  • 458 funds tracked by Wall St. Rank held Caesars Entertainment as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.