2 months ago
SCHW
Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
---|---|---|---|---|---|
Apollo Global Management IncAPO | +78.33% | $94.80 | $169.06 | 2024-01-04 - 2025-01-03 | Buy |
Schwab Charles CorpSCHW | +54.43% | $49.24 | $76.04 | 2023-05-05 - 2024-05-03 | Buy |
Carlyle Group IncCG | +53.78% | $26.70 | $41.06 | 2023-05-05 - 2024-05-03 | Buy |
Gcm Grosvenor IncGCMG | +38.13% | $6.95 | $9.60 | 2023-05-12 - 2024-05-10 | Buy |
Blackrock IncBLK | +36.17% | $790.19 | $1,075.97 | 2024-07-08 - 2025-07-07 | Strong Buy |
Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
---|---|---|---|---|---|---|
Lpl Financial Holdings IncLPLA | 8 | Hold | $403.00 | +8.34% | Downgrades | 6 days ago |
Artisan Partners Asset Management IncAPAM | 5 | Hold | $45.00 | -4.03% | Maintains | a month ago |
Schwab Charles CorpSCHW | 11 | Strong Buy | $113.00 | +22.87% | Maintains | 2 months ago |
Tradeweb Markets IncTW | 4 | Strong Buy | $159.00 | +16.85% | Maintains | 2 months ago |
Kkr & Co IncKKR | 9 | Strong Buy | $126.00 | -10.67% | Maintains | 3 months ago |
Blackstone IncBX | 8 | Strong Buy | $147.00 | -9.26% | Maintains | 3 months ago |
Blackrock IncBLK | 8 | Strong Buy | $1,032.00 | -6.32% | Maintains | 3 months ago |
Franklin Resources IncBEN | 7 | Hold | $17.50 | -29.63% | Maintains | 3 months ago |
Ares Management CorpARES | 4 | Strong Buy | $161.00 | -9.23% | Maintains | 3 months ago |
Apollo Global Management IncAPO | 6 | Strong Buy | $144.00 | -2.16% | Maintains | 3 months ago |
Affiliated Managers Group IncAMG | 3 | Hold | $168.00 | -18.03% | Maintains | 3 months ago |
Alliancebernstein Holding LPAB | 11 | Hold | $34.00 | -17.83% | Maintains | 3 months ago |
Invesco LtdIVZ | 4 | Hold | $13.00 | -25.42% | Downgrades | 3 months ago |
Carlyle Group IncCG | 9 | Hold | $37.00 | -36.59% | Maintains | 3 months ago |
Stifel Financial CorpSF | 6 | Hold | $84.00 | -22.35% | Maintains | 3 months ago |
Price T Rowe Group IncTROW | 2 | Hold | $89.00 | -12.29% | Maintains | 3 months ago |
Blue Owl Capital IncOWL | 3 | Strong Buy | $28.00 | +48.07% | Upgrades | 6 months ago |
Gcm Grosvenor IncGCMG | 7 | Hold | $12.50 | +6.20% | Downgrades | 8 months ago |
Janus Henderson Group PLCJHG | 4 | Strong Buy | $50.00 | +21.18% | Maintains | 8 months ago |
Raymond James Financial IncRJF | 7 | Hold | $150.00 | -5.30% | Maintains | 8 months ago |
Nasdaq IncNDAQ | 2 | Hold | $80.00 | -10.52% | Maintains | 9 months ago |
Cboe Global Markets IncCBOE | 1 | Hold | $205.00 | -12.77% | Initiates Coverage On | 10 months ago |
Intercontinental Exchange IncICE | 1 | Strong Buy | $182.00 | +0.83% | Initiates Coverage On | 10 months ago |
Cme Group IncCME | 1 | Hold | $221.00 | -19.66% | Initiates Coverage On | 10 months ago |
Tpg IncTPG | 3 | Hold | $32.50 | N/A | Maintains | 2 years ago |
Bridge Investment Group Holdings IncBRDG | 2 | Hold | $14.50 | N/A | Maintains | 2 years ago |
Sculptor Capital Management IncSCU | 3 | Buy | $13.00 | N/A | Maintains | 2 years ago |