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Quattro Financial Advisors’s The Oncology Institute TOI Stock Holding History

Quattro Financial Advisors’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
2025
Q2 		– Sell
-162,724
Closed -$186K – 91
2025
Q1 		$186K Hold
162,724
– – 0.06% 79
2024
Q4 		$113K Hold
162,724
– – 0.03% 84
2024
Q3 		$52.6K Buy
162,724
+106,764
+191% +$44.2K 0.01% 77
2024
Q2 		$25.7K Hold
55,960
– – 0.01% 75
2024
Q1 		$88.4K Buy
+55,960
New +$106K 0.03% 78

Other funds holding TOI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WC
Wexford Capital West Palm Beach, Florida $690M AUM 57.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Quattro Financial Advisors's TOI Position: Q2 2025 in Review

Quattro Financial Advisors sold out of The Oncology Institute (TOI) in Q2 2025, closing a stake of 162,724 shares — an estimated $186K sold.

Quattro Financial Advisors first reported a position in TOI in Q1 2024 and held it in 5 quarters. The position peaked at $186K in Q1 2025. 79 funds tracked by Wall St. Rank hold TOI as of Q2 2025.

  • Quattro Financial Advisors reported no remaining The Oncology Institute position as of Q2 2025 after selling out during the quarter.
  • Quattro Financial Advisors sold 162,724 The Oncology Institute shares in Q2 2025, an estimated $186K.
  • Quattro Financial Advisors first reported a position in The Oncology Institute in Q1 2024 and held it in 5 quarters.
  • Quattro Financial Advisors's The Oncology Institute position peaked at $186K in Q1 2025.
  • 79 funds tracked by Wall St. Rank held The Oncology Institute as of Q2 2025.

Based on Quattro Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.