SWG
CANO

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

Summit Wealth 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
Q4 		– Sell
-1,500
Closed -$38K – 46
2023
Q3 		$38K Buy
1,500
+1,000
+200% +$82.2K 0.03% 39
2023
Q2 		$70K Buy
500
+200
+67% +$25.7K 0.03% 77
2023
Q1 		$33K Buy
300
+50
+20% +$6.79K 0.79% 25
2022
Q4 		$34K Buy
+250
New +$84.6K 0.04% 31

Other funds holding CANO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $142M AUM 51.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group's CANO Position: Q4 2023 in Review

Summit Wealth Group sold out of Cano Health, Inc. (CANO) in Q4 2023, closing a stake of 1,500 shares — an estimated $38K sold.

Summit Wealth Group first reported a position in CANO in Q4 2022 and held it in 4 quarters. The position peaked at $70K in Q2 2023. 50 funds tracked by Wall St. Rank hold CANO as of Q4 2023.

  • Summit Wealth Group reported no remaining Cano Health, Inc. position as of Q4 2023 after selling out during the quarter.
  • Summit Wealth Group sold 1,500 Cano Health, Inc. shares in Q4 2023, an estimated $38K.
  • Summit Wealth Group first reported a position in Cano Health, Inc. in Q4 2022 and held it in 4 quarters.
  • Summit Wealth Group's Cano Health, Inc. position peaked at $70K in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Cano Health, Inc. as of Q4 2023.

Based on Summit Wealth Group's 13F filing for Q4 2023, filed 30 Jan 2024.