GI
CANO

Gradient Investments’s Cano Health, Inc. CANO Stock Holding History

Gradient Investments’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
Q1 		– Sell
-1
Closed -$6 – 1903
2023
Q4 		$6 Sell
1
-1
-50% -$12 ﹤0.01% 1818
2023
Q3 		$44 Hold
2
– – ﹤0.01% 1750
2023
Q2 		$240 Hold
2
– – ﹤0.01% 1620
2023
Q1 		$157 Hold
2
– – ﹤0.01% 1411
2022
Q4 		$237 Buy
+2
New +$677 ﹤0.01% 1367

Other funds holding CANO

SOW
State of Wyoming Cheyenne, Wyoming $844M AUM 37.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $306M AUM 24.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return