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GoalVest Advisory’s Caesars Entertainment CZR Stock Holding History

GoalVest 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
2025
Q2 		– Sell
-3
Closed -$75 – 406
2025
Q1 		$75 Buy
+3
New +$98 ﹤0.01% 501
2023
Q4 		– Sell
-125
Closed -$5.79K – 397
2023
Q3 		$5.79K Buy
+125
New +$6.64K ﹤0.01% 334

Other funds holding CZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GoalVest Advisory's CZR Position: Q2 2025 in Review

GoalVest Advisory sold out of Caesars Entertainment (CZR) in Q2 2025, closing a stake of 3 shares — an estimated $75 sold.

GoalVest Advisory first reported a position in CZR in Q3 2023 and held it in 2 quarters. The position peaked at $5.79K in Q3 2023. 451 funds tracked by Wall St. Rank hold CZR as of Q2 2025.

  • GoalVest Advisory reported no remaining Caesars Entertainment position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 3 Caesars Entertainment shares in Q2 2025, an estimated $75.
  • GoalVest Advisory first reported a position in Caesars Entertainment in Q3 2023 and held it in 2 quarters.
  • GoalVest Advisory's Caesars Entertainment position peaked at $5.79K in Q3 2023.
  • 451 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.