5 months ago
IBKR
Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
---|---|---|---|---|---|
Morgan StanleyMS | +135.75% | $33.99 | $80.13 | 2020-03-24 - 2021-03-25 | Strong Buy |
Interactive Brokers Group IncIBKR | +117.61% | $21.93 | $47.72 | 2024-01-08 - 2025-01-08 | Strong Buy |
Evercore IncEVR | +93.70% | $69.01 | $133.67 | 2020-10-01 - 2021-09-30 | Strong Buy |
Interactive Brokers Group IncIBKR | +87.47% | $31.06 | $58.22 | 2024-09-08 - 2025-07-02 | Strong Buy |
Interactive Brokers Group IncIBKR | +85.94% | $31.31 | $58.22 | 2024-07-08 - 2025-07-02 | Strong Buy |
Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
---|---|---|---|---|---|---|
Blackstone IncBX | 6 | Strong Buy | $175.00 | +13.96% | Maintains | 2 months ago |
Schwab Charles CorpSCHW | 13 | Strong Buy | $96.00 | +5.10% | Maintains | 2 months ago |
Interactive Brokers Group IncIBKR | 10 | Strong Buy | $50.00 | -14.12% | Maintains | 2 months ago |
Blackrock IncBLK | 11 | Hold | $980.00 | -8.46% | Maintains | 3 months ago |
Bridge Investment Group Holdings IncBRDG | 2 | Hold | $12.00 | +18.93% | Maintains | 4 months ago |
Janus Henderson Group PLCJHG | 6 | Strong Buy | $50.00 | +24.66% | Upgrades | 4 months ago |
Stifel Financial CorpSF | 4 | Hold | $120.00 | +11.78% | Maintains | 5 months ago |
Lazard IncLAZ | 9 | Hold | $54.00 | +7.96% | Maintains | 5 months ago |
Invesco LtdIVZ | 10 | Hold | $21.00 | +26.58% | Maintains | 5 months ago |
Franklin Resources IncBEN | 15 | Hold | $23.00 | -7.22% | Maintains | 5 months ago |
Lpl Financial Holdings IncLPLA | 12 | Strong Buy | $420.00 | +11.56% | Maintains | 5 months ago |
Houlihan Lokey IncHLI | 16 | Strong Buy | $230.00 | +25.36% | Maintains | 5 months ago |
Northern Trust CorpNTRS | 10 | Hold | $114.00 | -13.68% | Maintains | 5 months ago |
Bank Of New York Mellon CorpBK | 4 | Strong Buy | $94.00 | +2.07% | Maintains | 5 months ago |
Morgan StanleyMS | 9 | Hold | $140.00 | -2.00% | Maintains | 5 months ago |
Goldman Sachs Group IncGS | 10 | Hold | $640.00 | -10.60% | Maintains | 5 months ago |
Pjt Partners IncPJT | 6 | Hold | $175.00 | +4.88% | Upgrades | 7 months ago |
Wisdomtree IncWT | 3 | Strong Buy | $14.00 | +14.29% | Maintains | 8 months ago |
Blue Owl Capital IncOWL | 3 | Strong Buy | $27.00 | +39.18% | Maintains | 8 months ago |
Ares Management CorpARES | 1 | Strong Buy | $195.00 | +9.56% | Maintains | 8 months ago |
Apollo Global Management IncAPO | 1 | Hold | $150.00 | +5.06% | Maintains | 8 months ago |
Cohen & Steers IncCNS | 1 | Hold | $102.00 | +30.99% | Upgrades | 9 months ago |
Moelis & CoMC | 14 | Strong Sell | $60.00 | -8.38% | Maintains | 9 months ago |
Evercore IncEVR | 16 | Hold | $265.00 | -6.27% | Maintains | 9 months ago |
Ameriprise Financial IncAMP | 8 | Strong Buy | $555.00 | +2.32% | Maintains | 9 months ago |
Jefferies Financial Group IncJEF | 1 | Strong Buy | $67.00 | +18.33% | Initiates Coverage On | 10 months ago |
Raymond James Financial IncRJF | 5 | Hold | $135.00 | -14.65% | Maintains | a year ago |
State Street CorpSTT | 10 | Hold | $82.00 | N/A | Maintains | a year ago |
Price T Rowe Group IncTROW | 22 | Strong Sell | $109.00 | N/A | Maintains | a year ago |
Victory Capital Holdings IncVCTR | 1 | Hold | $30.00 | N/A | Initiates Coverage On | 3 years ago |
E Trade Financial CorpETFC | 5 | Hold | $43.00 | N/A | Maintains | 5 years ago |
Citigroup IncC | 4 | Strong Buy | $83.00 | N/A | Maintains | 6 years ago |
Greenhill & Co IncGHL | 2 | Hold | N/A | N/A | Upgrades | 6 years ago |
Bank Of America CorpBAC | 3 | Strong Buy | $32.00 | N/A | Upgrades | 6 years ago |
Icahn Enterprises LPIEP | 2 | Strong Sell | $45.00 | N/A | Maintains | 7 years ago |
Wells Fargo & CompanyWFC | 1 | Hold | $58.00 | N/A | Initiates Coverage On | 8 years ago |
Jpmorgan Chase & CoJPM | 1 | Strong Buy | $98.00 | N/A | Initiates Coverage On | 8 years ago |