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Mowery & Schoenfeld Wealth Management’s Caesars Entertainment CZR Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q1 		– Sell
-34
Closed -$1.14K – 486
2024
Q4 		$1.14K Buy
+34
New +$1.35K ﹤0.01% 442

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

Mowery & Schoenfeld Wealth Management's CZR Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Caesars Entertainment (CZR) in Q1 2025, closing a stake of 34 shares — an estimated $1.14K sold.

Mowery & Schoenfeld Wealth Management first reported a position in CZR in Q4 2024 and held it in 1 quarter. The position peaked at $1.14K in Q4 2024. 458 funds tracked by Wall St. Rank hold CZR as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Caesars Entertainment position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 34 Caesars Entertainment shares in Q1 2025, an estimated $1.14K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Caesars Entertainment in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Caesars Entertainment position peaked at $1.14K in Q4 2024.
  • 458 funds tracked by Wall St. Rank held Caesars Entertainment as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.