Carson Wealth (CWM LLC)
CANO

Carson Wealth (CWM LLC)’s Cano Health, Inc. CANO Stock Holding History

Carson Wealth (CWM LLC)’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
2024
Q2 		– Sell
-16
Closed – – 5089
2024
Q1 		$0 Hold
16
– – ﹤0.01% 4890
2023
Q4 		$0 Sell
16
-1
-6% -$12 ﹤0.01% 4658
2023
Q3 		$0 Hold
17
– – ﹤0.01% 4635
2023
Q2 		$2K Hold
17
– – ﹤0.01% 3875
2023
Q1 		$2K Hold
17
– – ﹤0.01% 3743
2022
Q4 		$2K Hold
17
– – ﹤0.01% 3660
2022
Q3 		$14K Hold
17
– – ﹤0.01% 2494
2022
Q2 		$7K Hold
17
– – ﹤0.01% 2841
2022
Q1 		$11K Hold
17
– – ﹤0.01% 2455
2021
Q4 		$15K Buy
+17
New +$17.9K ﹤0.01% 2153
2021
Q2 		$20K Hold
17
– – ﹤0.01% 1807
2021
Q1 		$20K Hold
17
– – ﹤0.01% 1807
2020
Q4 		$20K Hold
17
– – ﹤0.01% 1807
2020
Q3 		$20K Buy
+17
New +$17.8K ﹤0.01% 1807

Other funds holding CANO

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CANO Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of Cano Health, Inc. (CANO) in Q2 2024, closing a stake of 16 shares.

Carson Wealth (CWM LLC) first reported a position in CANO in Q3 2020 and held it in 14 quarters. The position peaked at $20K in Q2 2021. 3 funds tracked by Wall St. Rank hold CANO as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining Cano Health, Inc. position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 16 Cano Health, Inc. shares in Q2 2024.
  • Carson Wealth (CWM LLC) first reported a position in Cano Health, Inc. in Q3 2020 and held it in 14 quarters.
  • Carson Wealth (CWM LLC)'s Cano Health, Inc. position peaked at $20K in Q2 2021.
  • 3 funds tracked by Wall St. Rank held Cano Health, Inc. as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.