Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
---|---|---|---|---|---|
Ares Management CorpARES | +95.34% | $18.04 | $35.24 | 2019-01-03 - 2020-01-03 | Strong Buy |
Raymond James Financial IncRJF | +70.80% | $62.93 | $107.49 | 2021-01-04 - 2022-01-04 | Strong Buy |
Ameriprise Financial IncAMP | +64.06% | $151.55 | $248.64 | 2020-06-24 - 2021-06-25 | Strong Buy |
Focus Financial Partners IncFOCS | +64.05% | $31.74 | $52.07 | 2022-10-02 - 2023-05-26 | Strong Buy |
Cboe Global Markets IncCBOE | +63.47% | $75.88 | $124.04 | 2017-01-03 - 2018-01-04 | Strong Buy |
Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
---|---|---|---|---|---|---|
Invesco LtdIVZ | 13 | Hold | $18.75 | +25.92% | Maintains | 17 days ago |
Gitlab IncGTLB | 2 | Strong Buy | $65.00 | +87.59% | Maintains | 2 months ago |
Schwab Charles CorpSCHW | 2 | Strong Buy | $75.00 | +39.74% | Maintains | 3 months ago |
Artisan Partners Asset Management IncAPAM | 5 | Strong Sell | $27.00 | -17.68% | Downgrades | 3 months ago |
Blue Owl Capital IncOWL | 7 | Strong Buy | $16.75 | +67.67% | Maintains | 3 months ago |
Stepstone Group IncSTEP | 2 | Hold | $33.00 | +52.35% | Maintains | 4 months ago |
Ares Management CorpARES | 3 | Strong Buy | $98.00 | +15.02% | Maintains | 4 months ago |
Kkr & Co IncKKR | 2 | Strong Buy | $68.00 | +31.58% | Maintains | 4 months ago |
Hamilton Lane IncHLNE | 2 | Hold | $80.00 | +20.94% | Maintains | 4 months ago |
Carlyle Group IncCG | 3 | Strong Buy | $42.00 | +50.27% | Maintains | 4 months ago |
Blackstone IncBX | 4 | Strong Buy | $100.00 | +16.69% | Maintains | 4 months ago |
Marketaxess Holdings IncMKTX | 2 | Hold | $336.00 | +20.31% | Maintains | 4 months ago |
Raymond James Financial IncRJF | 4 | Strong Buy | $125.00 | +34.18% | Maintains | 5 months ago |
Blackrock IncBLK | 3 | Strong Buy | $825.00 | +22.71% | Maintains | 5 months ago |
Bank Of New York Mellon CorpBK | 3 | Strong Buy | $59.00 | +44.68% | Upgrades | 5 months ago |
Northern Trust CorpNTRS | 5 | Hold | $95.00 | +30.82% | Downgrades | 5 months ago |
Brookfield CorpBN | 1 | Strong Buy | $40.00 | +27.02% | Initiates Coverage On | 6 months ago |
Price T Rowe Group IncTROW | 6 | Strong Sell | $96.00 | -9.97% | Maintains | 6 months ago |
Janus Henderson Group PLCJHG | 4 | Strong Sell | $20.00 | -23.66% | Maintains | 6 months ago |
Franklin Resources IncBEN | 5 | Strong Sell | $23.00 | -6.54% | Maintains | 6 months ago |
Ameriprise Financial IncAMP | 3 | Hold | $330.00 | +6.75% | Maintains | 6 months ago |
Victory Capital Holdings IncVCTR | 2 | Strong Buy | $30.00 | -3.44% | Maintains | 7 months ago |
Wisdomtree IncWT | 2 | Strong Sell | $4.50 | -34.21% | Maintains | 7 months ago |
Alliancebernstein Holding LPAB | 3 | Hold | $41.00 | +19.39% | Maintains | 7 months ago |
Focus Financial Partners IncFOCS | 2 | Strong Buy | $44.00 | -15.50% | Maintains | 8 months ago |
Cboe Global Markets IncCBOE | 4 | Hold | $126.00 | -5.81% | Upgrades | 8 months ago |
Tpg IncTPG | 1 | Hold | $34.50 | N/A | Initiates Coverage On | a year ago |
Stifel Financial CorpSF | 1 | Hold | $55.00 | N/A | Downgrades | 2 years ago |
State Street CorpSTT | 4 | Hold | $75.00 | N/A | Downgrades | 2 years ago |
Intercontinental Exchange IncICE | 5 | Strong Buy | $123.00 | N/A | Reinstates | 3 years ago |
Tradeweb Markets IncTW | 1 | Hold | $66.00 | N/A | Downgrades | 3 years ago |
Virtu Financial IncVIRT | 1 | Hold | $15.50 | N/A | Downgrades | 3 years ago |
Affiliated Managers Group IncAMG | 1 | Hold | N/A | N/A | Downgrades | 5 years ago |
Virtus Investment Partners IncVRTS | 1 | Hold | N/A | N/A | Upgrades | 5 years ago |
Oaktree Capital Group LLCOAK | 1 | Hold | N/A | N/A | Downgrades | 6 years ago |
Nasdaq IncNDAQ | 2 | Strong Sell | $9.33 | N/A | Downgrades | 10 years ago |