5 months ago
BAC
| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Blue Owl Capital IncOWL | +72.41% | $13.34 | $23.00 | 2023-12-03 - 2024-12-03 | Buy |
Morgan StanleyMS | +66.02% | $72.92 | $121.06 | 2023-10-18 - 2024-10-18 | Buy |
Jpmorgan Chase & CoJPM | +53.32% | $127.61 | $195.65 | 2023-04-04 - 2024-04-04 | Buy |
Goldman Sachs Group IncGS | +52.99% | $467.92 | $715.89 | 2024-07-02 - 2025-07-02 | Buy |
Jpmorgan Chase & CoJPM | +48.23% | $134.10 | $198.77 | 2023-05-11 - 2024-05-10 | Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Price T Rowe Group IncTROW | 20 | Hold | $106.00 | +19.84% | Maintains | 2 months ago |
Northern Trust CorpNTRS | 9 | Hold | $155.00 | +14.82% | Maintains | 2 months ago |
Tpg IncTPG | 13 | Hold | $62.00 | +58.57% | Maintains | 2 months ago |
Blue Owl Capital IncOWL | 7 | Buy | $17.00 | +92.31% | Maintains | 2 months ago |
Carlyle Group IncCG | 7 | Hold | $62.00 | +35.76% | Maintains | 2 months ago |
Bank Of America CorpBAC | 11 | Buy | $59.00 | +25.61% | Maintains | 2 months ago |
Apollo Global Management IncAPO | 5 | Buy | $155.00 | +42.96% | Maintains | 5 months ago |
Acadian Asset Management IncAAMI | 1 | Hold | $55.00 | +5.32% | Maintains | 5 months ago |
Morgan StanleyMS | 10 | Buy | $175.00 | +10.49% | Maintains | 5 months ago |
Invesco LtdIVZ | 9 | Hold | $26.00 | +12.07% | Maintains | 6 months ago |
Blackrock IncBLK | 11 | Buy | $1,230.00 | +31.71% | Maintains | 6 months ago |
State Street CorpSTT | 12 | Buy | $128.00 | +4.47% | Maintains | 6 months ago |
Jpmorgan Chase & CoJPM | 9 | Buy | $330.00 | +16.67% | Maintains | 6 months ago |
Goldman Sachs Group IncGS | 7 | Buy | $830.00 | +3.38% | Maintains | 6 months ago |
Bank Of New York Mellon CorpBK | 11 | Hold | $110.00 | -4.06% | Maintains | 6 months ago |
Blackstone IncBX | 5 | Buy | $197.00 | +82.29% | Maintains | 8 months ago |
Kkr & Co IncKKR | 3 | Buy | $150.00 | +69.49% | Maintains | 9 months ago |
Citigroup IncC | 9 | Hold | $77.00 | -28.29% | Maintains | 9 months ago |
Waddell & Reed Financial IncWDR | 2 | Hold | $25.00 | N/A | Upgrades | 5 years ago |
Legg Mason IncLM | 1 | Sell | $36.00 | N/A | Downgrades | 9 years ago |