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Principia Wealth Advisory’s Caesars Entertainment CZR Stock Holding History

Principia Wealth Advisory’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
Q4 		– Sell
-16
Closed -$432 – 1021
2025
Q3 		$432 Hold
16
– – ﹤0.01% 813
2025
Q2 		$454 Sell
16
-8
-33% -$217 ﹤0.01% 753
2025
Q1 		$662 Buy
24
+12
+100% +$390 ﹤0.01% 504
2024
Q4 		$401 Buy
+12
New +$475 ﹤0.01% 604

Other funds holding CZR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Principia Wealth Advisory's CZR Position: Q4 2025 in Review

Principia Wealth Advisory sold out of Caesars Entertainment (CZR) in Q4 2025, closing a stake of 16 shares — an estimated $432 sold.

Principia Wealth Advisory first reported a position in CZR in Q4 2024 and held it in 4 quarters. The position peaked at $662 in Q1 2025. 376 funds tracked by Wall St. Rank hold CZR as of Q4 2025.

  • Principia Wealth Advisory reported no remaining Caesars Entertainment position as of Q4 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 16 Caesars Entertainment shares in Q4 2025, an estimated $432.
  • Principia Wealth Advisory first reported a position in Caesars Entertainment in Q4 2024 and held it in 4 quarters.
  • Principia Wealth Advisory's Caesars Entertainment position peaked at $662 in Q1 2025.
  • 376 funds tracked by Wall St. Rank held Caesars Entertainment as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.