3 months ago
IBKR
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 |
Interactive Brokers Group IncIBKR | +65.05% | $87.72 | $144.78 | 2024-01-09 - 2024-10-03 | Strong Buy |
Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
---|---|---|---|---|---|---|
Jefferies Financial Group IncJEF | 1 | Strong Buy | $67.00 | +7.15% | Initiates Coverage On | 17 days ago |
Interactive Brokers Group IncIBKR | 4 | Strong Buy | $155.00 | +7.06% | Maintains | 25 days ago |
Janus Henderson Group PLCJHG | 3 | Hold | $37.00 | -1.73% | Upgrades | 25 days ago |
Lpl Financial Holdings IncLPLA | 9 | Hold | $215.00 | -8.84% | Maintains | 2 months ago |
Houlihan Lokey IncHLI | 14 | Strong Buy | $170.00 | +6.77% | Maintains | 2 months ago |
Blue Owl Capital IncOWL | 2 | Strong Buy | $21.00 | +4.37% | Maintains | 3 months ago |
Blackrock IncBLK | 8 | Hold | $837.00 | -12.03% | Maintains | 3 months ago |
Franklin Resources IncBEN | 13 | Hold | $24.00 | +22.64% | Maintains | 3 months ago |
Schwab Charles CorpSCHW | 11 | Strong Buy | $90.00 | +41.96% | Maintains | 3 months ago |
Raymond James Financial IncRJF | 5 | Hold | $135.00 | +8.26% | Maintains | 3 months ago |
Ameriprise Financial IncAMP | 7 | Strong Buy | $495.00 | +3.22% | Maintains | 3 months ago |
Pjt Partners IncPJT | 4 | Strong Sell | $93.00 | -29.76% | Maintains | 3 months ago |
Morgan StanleyMS | 7 | Hold | $105.00 | +0.41% | Maintains | 3 months ago |
Moelis & CoMC | 13 | Strong Sell | $50.00 | -24.72% | Maintains | 3 months ago |
Goldman Sachs Group IncGS | 7 | Strong Buy | $535.00 | +10.06% | Maintains | 3 months ago |
Evercore IncEVR | 15 | Hold | $220.00 | -11.24% | Maintains | 3 months ago |
State Street CorpSTT | 10 | Hold | $82.00 | -4.61% | Maintains | 6 months ago |
Price T Rowe Group IncTROW | 22 | Strong Sell | $109.00 | +2.37% | Maintains | 6 months ago |
Blackstone IncBX | 2 | Hold | $138.00 | -8.73% | Maintains | 6 months ago |
Lazard IncLAZ | 7 | Hold | $44.00 | -9.05% | Maintains | 6 months ago |
Invesco LtdIVZ | 8 | Hold | $17.00 | -2.69% | Maintains | 8 months ago |
Stifel Financial CorpSF | 3 | Hold | $78.00 | -17.69% | Maintains | 8 months ago |
Northern Trust CorpNTRS | 8 | Hold | $84.00 | -5.16% | Maintains | 9 months ago |
Bank Of New York Mellon CorpBK | 2 | Strong Buy | $62.00 | -12.45% | Maintains | 9 months ago |
Victory Capital Holdings IncVCTR | 1 | Hold | $30.00 | N/A | Initiates Coverage On | 2 years ago |
E Trade Financial CorpETFC | 5 | Hold | $43.00 | N/A | Maintains | 4 years ago |
Wisdomtree IncWT | 2 | Hold | $2.75 | N/A | Upgrades | 4 years ago |
Citigroup IncC | 4 | Strong Buy | $83.00 | N/A | Maintains | 5 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 |