| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Focus Financial Partners IncFOCS | +64.65% | $27.50 | $45.28 | 2019-12-09 - 2020-12-10 | Strong Buy |
Lpl Financial Holdings IncLPLA | +61.78% | $85.54 | $138.39 | 2020-06-08 - 2021-06-09 | Strong Buy |
Lpl Financial Holdings IncLPLA | +39.71% | $272.52 | $380.74 | 2024-07-07 - 2025-07-07 | Strong Buy |
Apollo Global Management IncAPO | +37.67% | $39.95 | $55.00 | 2020-05-03 - 2021-05-04 | Strong Buy |
Lpl Financial Holdings IncLPLA | +29.51% | $243.02 | $314.73 | 2024-10-03 - 2025-10-03 | Strong Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Carlyle Group IncCG | 4 | Hold | $66.00 | +9.40% | Maintains | 5 months ago |
Raymond James Financial IncRJF | 7 | Hold | $126.00 | N/A | Maintains | a year ago |
Lpl Financial Holdings IncLPLA | 5 | Strong Buy | $282.00 | N/A | Maintains | a year ago |
Tpg IncTPG | 2 | Hold | $44.00 | N/A | Maintains | 2 years ago |
Ares Management CorpARES | 5 | Hold | $127.00 | N/A | Maintains | 2 years ago |
Apollo Global Management IncAPO | 2 | Strong Buy | $45.00 | N/A | Maintains | 6 years ago |
Focus Financial Partners IncFOCS | 1 | Strong Buy | $34.00 | N/A | Initiates Coverage On | 6 years ago |
Oaktree Capital Group LLCOAK | 1 | Hold | $49.00 | N/A | Initiates Coverage On | 9 years ago |