PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Caesars Entertainment CZR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
2025 Q2	–	Sell	-3,350	Closed	-$83.8K	–	507
2025 Q1	$83.8K	Sell	3,350 -1,895	-36%	-$61.6K	0.03%	211
2024 Q4	$175K	Buy	5,245 +5	+0.1%	+$198	0.07%	143
2024 Q3	$219K	Buy	5,240 +1,783	+52%	+$66.9K	0.11%	89
2024 Q2	$137K	Buy	3,457 +3,332	+2,666%	+$125K	0.08%	123
2024 Q1	$5.47K	Buy	+125	New	+$5.41K	﹤0.01%	298

Other funds holding CZR

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s CZR Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Caesars Entertainment (CZR) in Q2 2025, closing a stake of 3,350 shares — an estimated $83.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in CZR in Q1 2024 and held it in 5 quarters. The position peaked at $219K in Q3 2024. 451 funds tracked by Wall St. Rank hold CZR as of Q2 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Caesars Entertainment position as of Q2 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 3,350 Caesars Entertainment shares in Q2 2025, an estimated $83.8K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Caesars Entertainment in Q1 2024 and held it in 5 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Caesars Entertainment position peaked at $219K in Q3 2024.
451 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.