Finivi Inc’s Caesars Entertainment CZR Stock Holding History

Finivi Inc’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 Q1	–	Sell	-5,873	Closed	-$275K	–	89
2023 Q4	$275K	Buy	+5,873	New	+$261K	0.27%	76

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

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

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Finivi Inc's CZR Position: Q1 2024 in Review

Finivi Inc sold out of Caesars Entertainment (CZR) in Q1 2024, closing a stake of 5,873 shares — an estimated $275K sold.

Finivi Inc first reported a position in CZR in Q4 2023 and held it in 1 quarter. The position peaked at $275K in Q4 2023. 518 funds tracked by Wall St. Rank hold CZR as of Q1 2024.

Finivi Inc reported no remaining Caesars Entertainment position as of Q1 2024 after selling out during the quarter.
Finivi Inc sold 5,873 Caesars Entertainment shares in Q1 2024, an estimated $275K.
Finivi Inc first reported a position in Caesars Entertainment in Q4 2023 and held it in 1 quarter.
Finivi Inc's Caesars Entertainment position peaked at $275K in Q4 2023.
518 funds tracked by Wall St. Rank held Caesars Entertainment as of Q1 2024.

Based on Finivi Inc's 13F filing for Q1 2024, filed 19 Dec 2025.