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Halpern Financial’s Caesars Entertainment CZR Stock Holding History

Halpern Financial’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
2022
Q1 		– Sell
-1,400
Closed -$131K – 237
2021
Q4 		$131K Hold
1,400
– – 0.06% 53
2021
Q3 		$157K Hold
1,400
– – 0.07% 45
2021
Q2 		$145K Hold
1,400
– – 0.07% 42
2021
Q1 		$122K Hold
1,400
– – 0.06% 43
2020
Q4 		$104K Buy
1,400
+448
+47% +$28.1K 0.05% 41
2020
Q3 		$53.4K Buy
+952
New +$41.8K 0.03% 50

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
PBCM
Point Break Capital Management Miami, Florida $88M AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Halpern Financial's CZR Position: Q1 2022 in Review

Halpern Financial sold out of Caesars Entertainment (CZR) in Q1 2022, closing a stake of 1,400 shares — an estimated $131K sold.

Halpern Financial first reported a position in CZR in Q3 2020 and held it in 6 quarters. The position peaked at $157K in Q3 2021. 516 funds tracked by Wall St. Rank hold CZR as of Q1 2022.

  • Halpern Financial reported no remaining Caesars Entertainment position as of Q1 2022 after selling out during the quarter.
  • Halpern Financial sold 1,400 Caesars Entertainment shares in Q1 2022, an estimated $131K.
  • Halpern Financial first reported a position in Caesars Entertainment in Q3 2020 and held it in 6 quarters.
  • Halpern Financial's Caesars Entertainment position peaked at $157K in Q3 2021.
  • 516 funds tracked by Wall St. Rank held Caesars Entertainment as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.