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 $989M AUM 52.24% 1-Year Est. Return
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
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

Summit Securities Group's CANO Position: Q1 2023 in Review

Summit Securities Group sold out of Cano Health, Inc. (CANO) in Q1 2023, closing a stake of 81 shares — an estimated $11K sold.

Summit Securities Group first reported a position in CANO in Q1 2022 and held it in 3 quarters. The position peaked at $482K in Q3 2022. 163 funds tracked by Wall St. Rank hold CANO as of Q1 2023.

  • Summit Securities Group reported no remaining Cano Health, Inc. position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 81 Cano Health, Inc. shares in Q1 2023, an estimated $11K.
  • Summit Securities Group first reported a position in Cano Health, Inc. in Q1 2022 and held it in 3 quarters.
  • Summit Securities Group's Cano Health, Inc. position peaked at $482K in Q3 2022.
  • 163 funds tracked by Wall St. Rank held Cano Health, Inc. as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.