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SOA Wealth Advisors’s Caesars Entertainment CZR Stock Holding History

SOA 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
2025
Q2 		– Sell
-5
Closed -$125 – 894
2025
Q1 		$125 Hold
5
– – ﹤0.01% 839
2024
Q4 		$167 Sell
5
-3
-38% -$119 ﹤0.01% 829
2024
Q3 		$334 Hold
8
– – ﹤0.01% 770
2024
Q2 		$318 Sell
8
-48
-86% -$1.8K ﹤0.01% 784
2024
Q1 		$2.45K Hold
56
– – ﹤0.01% 687
2023
Q4 		$2.63K Hold
56
– – ﹤0.01% 667
2023
Q3 		$2.6K Hold
56
– – ﹤0.01% 688
2023
Q2 		$2.85K Hold
56
– – ﹤0.01% 684
2023
Q1 		$2.73K Hold
56
– – ﹤0.01% 693
2022
Q4 		$2.33K Sell
56
-3
-5% -$134 ﹤0.01% 720
2022
Q3 		$1K Hold
59
– – ﹤0.01% 756
2022
Q2 		$2K Sell
59
-67
-53% -$3.73K ﹤0.01% 690
2022
Q1 		$9K Buy
126
+26
+26% +$2.09K ﹤0.01% 602
2021
Q4 		$9K Sell
100
-450
-82% -$45.6K ﹤0.01% 584
2021
Q3 		$61K Sell
550
-61
-10% -$5.96K 0.02% 281
2021
Q2 		$63K Buy
611
+594
+3,494% +$59.9K 0.02% 278
2021
Q1 		$1K Buy
+17
New +$1.43K ﹤0.01% 758

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

SOA Wealth Advisors's CZR Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Caesars Entertainment (CZR) in Q2 2025, closing a stake of 5 shares — an estimated $125 sold.

SOA Wealth Advisors first reported a position in CZR in Q1 2021 and held it in 17 quarters. The position peaked at $63K in Q2 2021. 451 funds tracked by Wall St. Rank hold CZR as of Q2 2025.

  • SOA Wealth Advisors reported no remaining Caesars Entertainment position as of Q2 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 5 Caesars Entertainment shares in Q2 2025, an estimated $125.
  • SOA Wealth Advisors first reported a position in Caesars Entertainment in Q1 2021 and held it in 17 quarters.
  • SOA Wealth Advisors's Caesars Entertainment position peaked at $63K in Q2 2021.
  • 451 funds tracked by Wall St. Rank held Caesars Entertainment as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.