6 months ago
SCHW
Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
---|---|---|---|---|---|
Morgan StanleyMS | +135.75% | $33.99 | $80.13 | 2020-03-25 - 2021-03-25 | Strong Buy |
Evercore IncEVR | +93.70% | $69.01 | $133.67 | 2020-10-02 - 2021-09-30 | Strong Buy |
Blackrock IncBLK | +77.83% | $443.12 | $788.00 | 2020-04-07 - 2021-04-07 | Strong Buy |
Goldman Sachs Group IncGS | +67.93% | $195.11 | $327.64 | 2020-09-24 - 2021-04-01 | Strong Buy |
E Trade Financial CorpETFC | +59.50% | $35.73 | $56.99 | 2017-03-13 - 2018-03-13 | Strong Buy |
Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
---|---|---|---|---|---|---|
Invesco LtdIVZ | 6 | Hold | $20.00 | +32.98% | Downgrades | 2 months ago |
Raymond James Financial IncRJF | 2 | Hold | $125.00 | +36.90% | Maintains | 2 months ago |
Moelis & CoMC | 9 | Strong Sell | $30.00 | -22.24% | Maintains | 2 months ago |
Schwab Charles CorpSCHW | 7 | Strong Buy | $97.00 | +83.40% | Maintains | 2 months ago |
Morgan StanleyMS | 4 | Strong Buy | $98.00 | +14.17% | Maintains | 2 months ago |
Goldman Sachs Group IncGS | 5 | Hold | $350.00 | +11.16% | Maintains | 2 months ago |
Evercore IncEVR | 11 | Strong Sell | $95.00 | -16.80% | Maintains | 2 months ago |
Ameriprise Financial IncAMP | 4 | Strong Buy | $370.00 | +24.51% | Maintains | 2 months ago |
Stifel Financial CorpSF | 1 | Hold | $6.00 | -89.69% | Initiates Coverage On | 4 months ago |
Lpl Financial Holdings IncLPLA | 5 | Hold | $230.00 | +12.81% | Downgrades | 4 months ago |
Blackrock IncBLK | 5 | Hold | $585.00 | -10.25% | Downgrades | 5 months ago |
Franklin Resources IncBEN | 5 | Hold | $27.00 | +3.09% | Maintains | 8 months ago |
Price T Rowe Group IncTROW | 9 | Strong Sell | $84.00 | -22.83% | Maintains | 8 months ago |
Houlihan Lokey IncHLI | 7 | Strong Buy | $102.00 | +10.74% | Maintains | 8 months ago |
Victory Capital Holdings IncVCTR | 1 | Hold | $30.00 | +1.80% | Initiates Coverage On | a year ago |
Lazard LtdLAZ | 2 | Hold | $43.00 | N/A | Maintains | a year ago |
State Street CorpSTT | 6 | Strong Buy | $118.00 | N/A | Maintains | a year ago |
Northern Trust CorpNTRS | 5 | Strong Buy | $125.00 | N/A | Upgrades | a year ago |
E Trade Financial CorpETFC | 5 | Hold | $43.00 | N/A | Maintains | 3 years ago |
Wisdomtree IncWT | 2 | Hold | $2.75 | N/A | Upgrades | 3 years ago |
Bank Of New York Mellon CorpBK | 1 | Strong Buy | $45.00 | N/A | Maintains | 3 years ago |
Citigroup IncC | 4 | Strong Buy | $83.00 | N/A | Maintains | 4 years ago |
Greenhill & Co IncGHL | 2 | Hold | N/A | N/A | Upgrades | 4 years ago |
Bank Of America CorpBAC | 3 | Strong Buy | $32.00 | N/A | Upgrades | 4 years ago |
Td Ameritrade Holding CorpAMTD1 | 2 | Strong Buy | N/A | N/A | Upgrades | 4 years ago |
Icahn Enterprises LPIEP | 2 | Strong Sell | $45.00 | N/A | Maintains | 5 years ago |
Wells Fargo & CompanyWFC | 1 | Hold | $58.00 | N/A | Initiates Coverage On | 6 years ago |
Jpmorgan Chase & CoJPM | 1 | Strong Buy | $98.00 | N/A | Initiates Coverage On | 6 years ago |