WANY
CZR icon

Wealthspire Advisors (New York)’s Caesars Entertainment CZR Stock Holding History

Wealthspire Advisors (New York)’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
-5,008
Closed -$135K – 1469
2025
Q3 		$135K Buy
+5,008
New +$136K ﹤0.01% 917
2025
Q2 		– Sell
-9,925
Closed -$248K – 853
2025
Q1 		$248K Buy
+9,925
New +$323K ﹤0.01% 687
2024
Q2 		– Sell
-4,736
Closed -$207K – 672
2024
Q1 		$207K Buy
4,736
+186
+4% +$8.04K ﹤0.01% 595
2023
Q4 		$213K Buy
+4,550
New +$202K ﹤0.01% 602

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 $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s CZR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Caesars Entertainment (CZR) in Q4 2025, closing a stake of 5,008 shares — an estimated $135K sold.

Wealthspire Advisors (New York) first reported a position in CZR in Q4 2023 and held it in 4 quarters. The position peaked at $248K in Q1 2025. 375 funds tracked by Wall St. Rank hold CZR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Caesars Entertainment position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5,008 Caesars Entertainment shares in Q4 2025, an estimated $135K.
  • Wealthspire Advisors (New York) first reported a position in Caesars Entertainment in Q4 2023 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Caesars Entertainment position peaked at $248K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Caesars Entertainment as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.