SSG
CANO

Summit Securities Group’s Cano Health, Inc. CANO Stock Holding History

Summit Securities Group’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
Q1 		– Sell
-81
Closed -$11K – 1408
2022
Q4 		$11K Sell
81
-475
-85% -$161K ﹤0.01% 1025
2022
Q3 		$482K Buy
+556
New +$349K 0.04% 256
2022
Q2 		– Sell
-30
Closed -$19K – 1286
2022
Q1 		$19K Buy
+30
New +$18.9K ﹤0.01% 726

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