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Velan Capital Investment Management’s The Oncology Institute TOI Stock Holding History

Velan Capital Investment 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
Q4 		– Sell
-548,841
Closed -$2.54M – 34
2022
Q3 		$2.54M Sell
548,841
-51,159
-9% -$301K 2.52% 11
2022
Q2 		$3.04M Hold
600,000
– – 3.08% 9
2022
Q1 		$4.28M Hold
600,000
– – 3.97% 10
2021
Q4 		$5.85M Buy
+600,000
New +$5.33M 4.54% 7

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
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
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TM
Triatomic Management Palo Alto, California $3.39M AUM 3.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return

Velan Capital Investment Management's TOI Position: Q4 2022 in Review

Velan Capital Investment Management sold out of The Oncology Institute (TOI) in Q4 2022, closing a stake of 548,841 shares — an estimated $2.54M sold.

Velan Capital Investment Management first reported a position in TOI in Q4 2021 and held it in 4 quarters. The position peaked at $5.85M in Q4 2021. 41 funds tracked by Wall St. Rank hold TOI as of Q4 2022.

  • Velan Capital Investment Management reported no remaining The Oncology Institute position as of Q4 2022 after selling out during the quarter.
  • Velan Capital Investment Management sold 548,841 The Oncology Institute shares in Q4 2022, an estimated $2.54M.
  • Velan Capital Investment Management first reported a position in The Oncology Institute in Q4 2021 and held it in 4 quarters.
  • Velan Capital Investment Management's The Oncology Institute position peaked at $5.85M in Q4 2021.
  • 41 funds tracked by Wall St. Rank held The Oncology Institute as of Q4 2022.

Based on Velan Capital Investment Management's 13F filing for Q4 2022, filed 13 Feb 2023.