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
2024
Q1 		– Sell
-135,000
Closed -$792K – 1000
2023
Q4 		$792K Buy
135,000
+133,650
+9,900% +$1.58M 0.07% 153
2023
Q3 		$34K Hold
1,350
– – ﹤0.01% 323
2023
Q2 		$188K Sell
1,350
-9
-0.7% -$1.16K 0.02% 222
2023
Q1 		$124K Sell
1,359
-22
-2% -$2.99K 0.01% 266
2022
Q4 		$189K Sell
1,381
-53
-4% -$17.9K 0.01% 491
2022
Q3 		$1.24M Buy
+1,434
New +$899K 0.09% 141
2021
Q4 		– Sell
-2
Closed -$285K – 996
2021
Q3 		$285K Buy
+2
New +$2.42K 0.02% 536

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