BFM
TOI icon

Boston Financial Management’s The Oncology Institute TOI Stock Holding History

Boston Financial Management’s Portfolio TOI Stock Details TOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,679
Closed -$253K – 352
2024
Q3 		$253K Sell
2,679
-88
-3% -$36 0.01% 296
2024
Q2 		$231K Sell
2,767
-4,588
-62% -$3.92K 0.01% 308
2024
Q1 		$652K Sell
7,355
-2,130
-22% -$4.05K 0.02% 227
2023
Q4 		$637K Buy
+9,485
New +$16.4K 0.02% 223

Other funds holding TOI

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.62B AUM 18.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
QFA
Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Financial Management's TOI Position: Q4 2024 in Review

Boston Financial Management sold out of The Oncology Institute (TOI) in Q4 2024, closing a stake of 2,679 shares — an estimated $253K sold.

Boston Financial Management first reported a position in TOI in Q4 2023 and held it in 4 quarters. The position peaked at $652K in Q1 2024. 31 funds tracked by Wall St. Rank hold TOI as of Q4 2024.

  • Boston Financial Management reported no remaining The Oncology Institute position as of Q4 2024 after selling out during the quarter.
  • Boston Financial Management sold 2,679 The Oncology Institute shares in Q4 2024, an estimated $253K.
  • Boston Financial Management first reported a position in The Oncology Institute in Q4 2023 and held it in 4 quarters.
  • Boston Financial Management's The Oncology Institute position peaked at $652K in Q1 2024.
  • 31 funds tracked by Wall St. Rank held The Oncology Institute as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.