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Ovata Capital Management’s The Oncology Institute TOI Stock Holding History

Ovata Capital 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
2022
Q2 		– Sell
-1,100
Closed -$8K – 135
2022
Q1 		$8K Buy
+1,100
New +$7.42K ﹤0.01% 112

Other funds holding TOI

Fidelity Investments
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
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCIM
Velan Capital Investment Management Alpharetta, Georgia $160M AUM 517.12% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
TM
Triatomic Management Palo Alto, California $3.39M AUM 3.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ovata Capital Management's TOI Position: Q2 2022 in Review

Ovata Capital Management sold out of The Oncology Institute (TOI) in Q2 2022, closing a stake of 1,100 shares — an estimated $8K sold.

Ovata Capital Management first reported a position in TOI in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 36 funds tracked by Wall St. Rank hold TOI as of Q2 2022.

  • Ovata Capital Management reported no remaining The Oncology Institute position as of Q2 2022 after selling out during the quarter.
  • Ovata Capital Management sold 1,100 The Oncology Institute shares in Q2 2022, an estimated $8K.
  • Ovata Capital Management first reported a position in The Oncology Institute in Q1 2022 and held it in 1 quarter.
  • Ovata Capital Management's The Oncology Institute position peaked at $8K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held The Oncology Institute as of Q2 2022.

Based on Ovata Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.