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 |
Apollo Global Management IncAPO | +37.67% | $39.95 | $55.00 | 2020-05-03 - 2021-05-04 | Strong Buy |
Lpl Financial Holdings IncLPLA | +30.54% | $243.02 | $317.24 | 2024-10-03 - 2024-11-12 | Strong Buy |
Raymond James Financial IncRJF | +17.92% | $93.90 | $110.73 | 2023-06-04 - 2024-01-09 | Strong Buy |
Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
---|---|---|---|---|---|---|
Raymond James Financial IncRJF | 7 | Hold | $126.00 | -22.35% | Maintains | a month ago |
Lpl Financial Holdings IncLPLA | 5 | Strong Buy | $282.00 | -11.11% | Maintains | a month ago |
Tpg IncTPG | 2 | Hold | $44.00 | -34.95% | Maintains | 6 months ago |
Carlyle Group IncCG | 3 | Hold | $44.00 | -15.82% | Maintains | 6 months ago |
Ares Management CorpARES | 5 | Hold | $127.00 | -25.51% | Maintains | 6 months ago |
Apollo Global Management IncAPO | 2 | Strong Buy | $45.00 | N/A | Maintains | 5 years ago |
Focus Financial Partners IncFOCS | 1 | Strong Buy | $34.00 | N/A | Initiates Coverage On | 5 years ago |
Oaktree Capital Group LLCOAK | 1 | Hold | $49.00 | N/A | Initiates Coverage On | 7 years ago |