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Venturi Wealth Management’s Caesars Entertainment CZR Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-84
Closed -$2.81K – 864
2024
Q4 		$2.81K Hold
84
– – ﹤0.01% 1807
2024
Q3 		$3.51K Buy
84
+11
+15% +$413 ﹤0.01% 1569
2024
Q2 		$2.9K Sell
73
-8,832
-99% -$332K ﹤0.01% 1316
2024
Q1 		$390K Sell
8,905
-643
-7% -$27.8K 0.03% 286
2023
Q4 		$448K Buy
9,548
+1,142
+14% +$50.7K 0.03% 271
2023
Q3 		$390K Buy
8,406
+1,352
+19% +$71.8K 0.03% 262
2023
Q2 		$360K Buy
+7,054
New +$320K 0.03% 250

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

Venturi Wealth Management's CZR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Caesars Entertainment (CZR) in Q1 2025, closing a stake of 84 shares — an estimated $2.81K sold.

Venturi Wealth Management first reported a position in CZR in Q2 2023 and held it in 7 quarters. The position peaked at $448K in Q4 2023. 458 funds tracked by Wall St. Rank hold CZR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Caesars Entertainment position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 84 Caesars Entertainment shares in Q1 2025, an estimated $2.81K.
  • Venturi Wealth Management first reported a position in Caesars Entertainment in Q2 2023 and held it in 7 quarters.
  • Venturi Wealth Management's Caesars Entertainment position peaked at $448K in Q4 2023.
  • 458 funds tracked by Wall St. Rank held Caesars Entertainment as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.