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Kingswood Wealth Advisors’s Caesars Entertainment CZR Stock Holding History

Kingswood Wealth Advisors’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
Q2 		– Sell
-5,498
Closed -$240K – 669
2024
Q1 		$240K Sell
5,498
-1,043
-16% -$45.1K 0.03% 542
2023
Q4 		$307K Sell
6,541
-1,517
-19% -$67.4K 0.03% 470
2023
Q3 		$373K Buy
+8,058
New +$428K 0.06% 297

Other funds holding CZR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Kingswood Wealth Advisors's CZR Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Caesars Entertainment (CZR) in Q2 2024, closing a stake of 5,498 shares — an estimated $240K sold.

Kingswood Wealth Advisors first reported a position in CZR in Q3 2023 and held it in 3 quarters. The position peaked at $373K in Q3 2023. 495 funds tracked by Wall St. Rank hold CZR as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Caesars Entertainment position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 5,498 Caesars Entertainment shares in Q2 2024, an estimated $240K.
  • Kingswood Wealth Advisors first reported a position in Caesars Entertainment in Q3 2023 and held it in 3 quarters.
  • Kingswood Wealth Advisors's Caesars Entertainment position peaked at $373K in Q3 2023.
  • 495 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.