Avantax Advisory Services’s Cano Health, Inc. CANO Stock Holding History

Avantax Advisory Services’s Portfolio CANO Stock Details CANO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-448	Closed	-$11.3K	–	1694
2023 Q3	$11.3K	Hold	448	–	–	﹤0.01%	1537
2023 Q2	$62.2K	Sell	448 -2	-0.4%	-$257	﹤0.01%	1464
2023 Q1	$41K	Hold	450	–	–	﹤0.01%	1456
2022 Q4	$61.7K	Sell	450 -2	-0.4%	-$677	﹤0.01%	1377
2022 Q3	$392K	Hold	452	–	–	0.01%	889
2022 Q2	$198K	Sell	452 -2	-0.4%	-$1.04K	﹤0.01%	1211
2022 Q1	$290K	Buy	454 +1	+0.2%	+$630	﹤0.01%	1018
2021 Q4	$404K	Buy	453 +5	+1%	+$5.25K	0.01%	837
2021 Q3	$568K	Buy	+448	New	+$543K	0.01%	675

Other funds holding CANO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Connective Capital Management Palo Alto, California $142M AUM 51.29% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Advisory Services's CANO Position: Q4 2023 in Review

Avantax Advisory Services sold out of Cano Health, Inc. (CANO) in Q4 2023, closing a stake of 448 shares — an estimated $11.3K sold.

Avantax Advisory Services first reported a position in CANO in Q3 2021 and held it in 9 quarters. The position peaked at $568K in Q3 2021. 50 funds tracked by Wall St. Rank hold CANO as of Q4 2023.

Avantax Advisory Services reported no remaining Cano Health, Inc. position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 448 Cano Health, Inc. shares in Q4 2023, an estimated $11.3K.
Avantax Advisory Services first reported a position in Cano Health, Inc. in Q3 2021 and held it in 9 quarters.
Avantax Advisory Services's Cano Health, Inc. position peaked at $568K in Q3 2021.
50 funds tracked by Wall St. Rank held Cano Health, Inc. as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.