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Pinnacle Wealth Planning Services’s Caesars Entertainment CZR Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q1 		$29.6K Hold
1,120
– – ﹤0.01% 1487
2025
Q4 		$26.2K Buy
+1,120
New +$25.2K ﹤0.01% 1584
2021
Q1 		– Sell
-1,097
Closed -$81K – 746
2020
Q4 		$81K Buy
+1,097
New +$68.8K 0.02% 565

Other funds holding CZR

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's CZR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Caesars Entertainment (CZR) position steady in Q1 2026 at 1,120 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Pinnacle Wealth Planning Services first reported a position in CZR in Q4 2020 and has held it in 3 quarters since. The position peaked at $81K in Q4 2020. 398 funds tracked by Wall St. Rank hold CZR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,120 shares of Caesars Entertainment worth $29.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Caesars Entertainment share count unchanged in Q1 2026.
  • Caesars Entertainment made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1487 holding.
  • Pinnacle Wealth Planning Services first reported a position in Caesars Entertainment in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Caesars Entertainment position peaked at $81K in Q4 2020.
  • 398 funds tracked by Wall St. Rank held Caesars Entertainment as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.