Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
---|---|---|---|---|---|
Marex Group PLCMRX | +138.93% | $19.83 | $47.38 | 2024-05-20 - 2025-05-09 | Strong Buy |
Price T Rowe Group IncTROW | +62.82% | $119.12 | $193.95 | 2020-06-11 - 2021-06-11 | Strong Buy |
Interactive Brokers Group IncIBKR | +55.02% | $80.44 | $124.70 | 2023-06-05 - 2024-06-04 | Strong Buy |
Interactive Brokers Group IncIBKR | +50.32% | $123.47 | $185.60 | 2024-07-08 - 2025-05-09 | Strong Buy |
Price T Rowe Group IncTROW | +50.16% | $135.82 | $203.95 | 2020-07-29 - 2021-07-29 | Strong Buy |
Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
---|---|---|---|---|---|---|
Cboe Global Markets IncCBOE | 2 | Hold | $190.00 | -18.00% | Maintains | 4 months ago |
Schwab Charles CorpSCHW | 6 | Strong Buy | $94.00 | +11.28% | Maintains | 5 months ago |
Morgan StanleyMS | 3 | Strong Buy | $135.00 | +10.93% | Maintains | 7 months ago |
Interactive Brokers Group IncIBKR | 6 | Strong Buy | $165.00 | -11.10% | Maintains | 7 months ago |
Brookfield Asset Management LtdBAM | 1 | Hold | $43.00 | -23.68% | Initiates Coverage On | 9 months ago |
Marex Group PLCMRX | 1 | Strong Buy | $24.00 | -49.35% | Initiates Coverage On | a year ago |
Kkr & Co IncKKR | 1 | Strong Buy | $113.00 | N/A | Maintains | a year ago |
Apollo Global Management IncAPO | 1 | Hold | $117.00 | N/A | Maintains | a year ago |
Price T Rowe Group IncTROW | 18 | Hold | $107.00 | N/A | Maintains | 2 years ago |
Intercontinental Exchange IncICE | 11 | Strong Buy | $134.00 | N/A | Maintains | 2 years ago |
Icahn Enterprises LPIEP | 1 | Strong Buy | $27.00 | N/A | Maintains | 2 years ago |
Lpl Financial Holdings IncLPLA | 1 | Strong Buy | $246.00 | N/A | Maintains | 2 years ago |
Assetmark Financial Holdings IncAMK | 1 | Hold | $30.00 | N/A | Maintains | 2 years ago |
Affiliated Managers Group IncAMG | 1 | Strong Buy | $192.00 | N/A | Upgrades | 2 years ago |
Marketaxess Holdings IncMKTX | 1 | Hold | $300.00 | N/A | Maintains | 3 years ago |
Douglas Elliman IncDOUG | 1 | Strong Buy | $8.50 | N/A | Initiates Coverage On | 3 years ago |
Blackrock IncBLK | 1 | Strong Buy | $1,075.00 | N/A | Maintains | 4 years ago |
Goldman Sachs Group IncGS | 1 | Strong Buy | $450.00 | N/A | Initiates Coverage On | 4 years ago |
E Trade Financial CorpETFC | 4 | Hold | $54.00 | N/A | Downgrades | 5 years ago |
Virtu Financial IncVIRT | 1 | Strong Buy | $37.00 | N/A | Initiates Coverage On | 7 years ago |
Legg Mason IncLM | 1 | Hold | N/A | N/A | Downgrades | 7 years ago |
Invesco LtdIVZ | 2 | Strong Buy | $42.00 | N/A | Maintains | 8 years ago |