Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
---|---|---|---|---|---|
Lpl Financial Holdings IncLPLA | +194.82% | $48.65 | $143.43 | 2020-04-03 - 2021-04-01 | Buy |
Lpl Financial Holdings IncLPLA | +113.55% | $69.66 | $148.76 | 2020-05-20 - 2021-05-20 | Buy |
Blackstone IncBX | +77.54% | $67.05 | $119.04 | 2021-01-28 - 2022-01-27 | Buy |
Blackrock IncBLK | +70.16% | $476.87 | $811.45 | 2020-04-17 - 2021-04-16 | Buy |
Focus Financial Partners IncFOCS | +58.99% | $32.60 | $51.83 | 2020-06-23 - 2021-06-23 | Buy |
Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
---|---|---|---|---|---|---|
Blackstone IncBX | 3 | Strong Buy | $180.00 | +78.54% | Maintains | 4 months ago |
Interactive Brokers Group IncIBKR | 4 | Strong Buy | $117.00 | +91.93% | Maintains | 4 months ago |
Apollo Global Management IncAPO | 4 | Sell | $77.00 | +32.99% | Maintains | 6 months ago |
Tpg IncTPG | 1 | Strong Buy | $47.00 | +52.01% | Initiates Coverage On | 6 months ago |
Blue Owl Capital IncOWL | 1 | Strong Buy | $18.00 | +44.81% | Initiates Coverage On | 7 months ago |
Robinhood Markets IncHOOD | 1 | Sell | $22.00 | +117.82% | Initiates Coverage On | 8 months ago |
Blackrock IncBLK | 6 | Buy | $1,000.00 | N/A | Maintains | a year ago |
Raymond James Financial IncRJF | 5 | Hold | $135.00 | N/A | Maintains | a year ago |
Patria Investments LtdPAX | 1 | Buy | $30.00 | N/A | Maintains | a year ago |
Lpl Financial Holdings IncLPLA | 7 | Hold | $166.00 | N/A | Downgrades | a year ago |
Franklin Resources IncBEN | 3 | Sell | $27.00 | N/A | Maintains | a year ago |
Kkr & Co IncKKR | 4 | Hold | $66.00 | N/A | Maintains | a year ago |
Stifel Financial CorpSF | 2 | Hold | $83.00 | N/A | Maintains | a year ago |
Schwab Charles CorpSCHW | 10 | Buy | $86.00 | N/A | Upgrades | a year ago |
Lazard LtdLAZ | 2 | Hold | $50.00 | N/A | Maintains | a year ago |
Price T Rowe Group IncTROW | 6 | Hold | $181.00 | N/A | Downgrades | a year ago |
Ares Management CorpARES | 4 | Hold | $54.00 | N/A | Reinstates | a year ago |
Carlyle Group IncCG | 5 | Buy | $42.00 | N/A | Upgrades | a year ago |
Focus Financial Partners IncFOCS | 2 | Buy | $62.00 | N/A | Maintains | a year ago |
Affiliated Managers Group IncAMG | 6 | Hold | $130.00 | N/A | Maintains | 2 years ago |
Brightsphere Investment Group IncBSIG | 2 | Buy | $27.00 | N/A | Maintains | 2 years ago |
Janus Henderson Group PLCJHG | 5 | Hold | $32.00 | N/A | Maintains | 2 years ago |
Wisdomtree Investments IncWETF | 3 | Buy | $7.40 | N/A | Maintains | 2 years ago |
Invesco LtdIVZ | 7 | Hold | $25.00 | N/A | Maintains | 2 years ago |
Sculptor Capital Management IncSCU | 1 | Hold | $15.00 | N/A | Initiates Coverage On | 2 years ago |
Eaton Vance CorpEV | 3 | Hold | $35.00 | N/A | Maintains | 2 years ago |
Alliancebernstein Holding LPAB | 2 | Hold | $19.00 | N/A | Maintains | 2 years ago |
E Trade Financial CorpETFC | 5 | Hold | $40.00 | N/A | Maintains | 2 years ago |
Waddell & Reed Financial IncWDR | 3 | Sell | $18.00 | N/A | Maintains | 4 years ago |
Td Ameritrade Holding CorpAMTD1 | 5 | Hold | $60.00 | N/A | Maintains | 4 years ago |
Oaktree Capital Group LLCOAK | 2 | Hold | $45.00 | N/A | Maintains | 4 years ago |
Medley Management IncMDLY | 1 | Hold | $6.00 | N/A | Maintains | 4 years ago |
Legg Mason IncLM | 3 | Hold | $53.00 | N/A | Maintains | 4 years ago |
Virtus Investment Partners IncVRTS | 1 | Buy | N/A | N/A | Upgrades | 5 years ago |