Next Financial Group’s Caesars Entertainment CZR Stock Holding History

Next Financial Group’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
2021 Q4	$30K	Buy	326 +140	+75%	+$14.2K	﹤0.01%	1712
2021 Q3	$21K	Buy	186 +41	+28%	+$4K	﹤0.01%	1771
2021 Q2	$15K	Sell	145 -52	-26%	-$5.25K	﹤0.01%	1850
2021 Q1	$17K	Buy	+197	New	+$16.5K	﹤0.01%	1703
2020 Q1	–	Sell	-2,526	Closed	-$151K	–	2172
2019 Q4	$151K	Buy	2,526 +2,452	+3,314%	+$121K	0.02%	789
2019 Q3	$3K	Sell	74 -1,350	-95%	-$57.3K	﹤0.01%	1998
2019 Q2	$65K	Buy	1,424 +1,350	+1,824%	+$66.2K	0.01%	1074
2019 Q1	$3K	Buy	+74	New	+$3.38K	﹤0.01%	1361

Other funds holding CZR

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Next Financial Group's CZR Position: Q4 2021 in Review

Next Financial Group increased its Caesars Entertainment (CZR) stake by 75% in Q4 2021, buying an estimated $14.2K and bringing the position to 326 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Next Financial Group first reported a position in CZR in Q1 2019 and has held it in 8 quarters since. The position peaked at $151K in Q4 2019. 557 funds tracked by Wall St. Rank hold CZR as of Q4 2021.

Next Financial Group held 326 shares of Caesars Entertainment worth $30K as of Q4 2021.
Next Financial Group bought 140 Caesars Entertainment shares in Q4 2021, an estimated $14.2K.
Caesars Entertainment made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1712 holding.
Next Financial Group first reported a position in Caesars Entertainment in Q1 2019 and has held it in 8 quarters since.
Next Financial Group's Caesars Entertainment position peaked at $151K in Q4 2019.
557 funds tracked by Wall St. Rank held Caesars Entertainment as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.