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NWAM LLC’s The Oncology Institute TOI Stock Holding History

NWAM LLC’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
Q2 		– Sell
-27,679
Closed -$24.5K – 498
2024
Q1 		$24.5K Buy
+27,679
New +$52.6K ﹤0.01% 552
2023
Q3 		– Sell
-20,000
Closed -$11K – 547
2023
Q2 		$11K Buy
+20,000
New +$10.6K ﹤0.01% 534

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KLC
Kent Lake Capital Reno, Nevada $222M AUM 18.04% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $444M AUM 24.8% 1-Year Est. Return
TM
Triatomic Management Palo Alto, California $3.39M AUM 3.35% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.62B AUM 18.42% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return