RhumbLine Advisers
TOI icon

RhumbLine Advisers’s The Oncology Institute TOI Stock Holding History

RhumbLine Advisers’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
2026
Q1 		$239K Buy
77,845
+3,260
+4% +$10K ﹤0.01% 3037
2025
Q4 		$266K Sell
74,585
-8,794
-11% -$32.6K ﹤0.01% 3037
2025
Q3 		$291K Sell
83,379
-1,852
-2% -$6.35K ﹤0.01% 3020
2025
Q2 		$175K Buy
+85,231
New +$213K ﹤0.01% 3303
2024
Q3 		– Sell
-2,175
Closed -$1K – 4329
2024
Q2 		$1K Hold
2,175
– – ﹤0.01% 4244
2024
Q1 		$3.44K Hold
2,175
– – ﹤0.01% 4032
2023
Q4 		$4.44K Hold
2,175
– – ﹤0.01% 4004
2023
Q3 		$3.04K Sell
2,175
-10,037
-82% -$10.4K ﹤0.01% 4061
2023
Q2 		$6.72K Sell
12,212
-26,388
-68% -$14K ﹤0.01% 4032
2023
Q1 		$26K Buy
38,600
+1,818
+5% +$2.32K ﹤0.01% 2930
2022
Q4 		$61K Buy
36,782
+1,154
+3% +$3.24K ﹤0.01% 2945
2022
Q3 		$165K Buy
35,628
+13,141
+58% +$77.3K ﹤0.01% 2932
2022
Q2 		$114K Buy
+22,487
New +$164K ﹤0.01% 3023

Other funds holding TOI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
JAIC
Josh Arnold Investment Consultant Edina, Minnesota $117M AUM 26.5% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 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 $607M AUM 57.92% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return