PWPS
CANO

Pinnacle Wealth Planning Services’s Cano Health, Inc. CANO Stock Holding History

Pinnacle Wealth Planning 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
2021
Q4 		– Sell
-815
Closed -$1.03M – 454
2021
Q3 		$1.03M Buy
+815
New +$988K 0.23% 72

Other funds holding CANO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pinnacle Wealth Planning Services's CANO Position: Q4 2021 in Review

Pinnacle Wealth Planning Services sold out of Cano Health, Inc. (CANO) in Q4 2021, closing a stake of 815 shares — an estimated $1.03M sold.

Pinnacle Wealth Planning Services first reported a position in CANO in Q3 2021 and held it in 1 quarter. The position peaked at $1.03M in Q3 2021. 130 funds tracked by Wall St. Rank hold CANO as of Q4 2021.

  • Pinnacle Wealth Planning Services reported no remaining Cano Health, Inc. position as of Q4 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 815 Cano Health, Inc. shares in Q4 2021, an estimated $1.03M.
  • Pinnacle Wealth Planning Services first reported a position in Cano Health, Inc. in Q3 2021 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Cano Health, Inc. position peaked at $1.03M in Q3 2021.
  • 130 funds tracked by Wall St. Rank held Cano Health, Inc. as of Q4 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2021, filed 21 Jan 2022.