| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Stonex Group IncSNEX | +46.69% | $35.43 | $51.97 | 2025-03-26 - 2026-03-26 | Buy |
Tradeweb Markets IncTW | +24.26% | $103.03 | $128.02 | 2024-04-09 - 2025-04-09 | Buy |
Miami International Holdings IncMIAX | +12.23% | $37.77 | $42.39 | 2025-09-08 - 2026-09-04 | Buy |
Nasdaq IncNDAQ | +9.35% | $81.52 | $89.14 | 2024-11-25 - 2025-11-25 | Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Miami International Holdings IncMIAX | 1 | Buy | N/A | N/A | Initiates Coverage On | a year ago |
Ameriprise Financial IncAMP | 1 | Hold | N/A | N/A | Downgrades | a year ago |
Stonex Group IncSNEX | 1 | Buy | N/A | N/A | Initiates Coverage On | a year ago |
Nasdaq IncNDAQ | 1 | Buy | N/A | N/A | Initiates Coverage On | 2 years ago |
Envestnet IncENV | 1 | Hold | N/A | N/A | Downgrades | 2 years ago |
Tradeweb Markets IncTW | 1 | Buy | N/A | N/A | Initiates Coverage On | 2 years ago |
Avantax IncAVTA | 2 | Hold | N/A | N/A | Downgrades | 3 years ago |
Focus Financial Partners IncFOCS | 1 | Hold | N/A | N/A | Downgrades | 4 years ago |
Primerica IncPRI | 1 | Hold | N/A | N/A | Downgrades | 4 years ago |