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Regent Peak Wealth Advisors’s Caesars Entertainment CZR Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-15
Closed -$1K – 339
2020
Q4 		$1K Buy
+15
New +$941 ﹤0.01% 910

Other funds holding CZR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
PBCM
Point Break Capital Management Miami, Florida $88M AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 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

Regent Peak Wealth Advisors's CZR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Caesars Entertainment (CZR) in Q1 2021, closing a stake of 15 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in CZR in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 424 funds tracked by Wall St. Rank hold CZR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Caesars Entertainment position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 15 Caesars Entertainment shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Caesars Entertainment in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Caesars Entertainment position peaked at $1K in Q4 2020.
  • 424 funds tracked by Wall St. Rank held Caesars Entertainment as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.