2 months ago
SCHW
| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Cai International IncCAI1 | +143.82% | $18.19 | $44.35 | 2020-05-07 - 2021-05-07 | Buy |
Textainer Group Holdings LtdTGH | +134.14% | $16.11 | $37.72 | 2020-10-19 - 2021-10-18 | Buy |
Kkr & Co IncKKR | +109.92% | $75.22 | $157.90 | 2023-12-04 - 2024-12-03 | Buy |
Perella Weinberg PartnersPWP | +106.41% | $12.49 | $25.78 | 2024-01-29 - 2025-01-28 | Buy |
Kkr & Co IncKKR | +103.37% | $49.01 | $99.67 | 2023-05-09 - 2024-05-08 | Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Pjt Partners IncPJT | 7 | Hold | $151.00 | +16.87% | Maintains | 2 days ago |
Moelis & CoMC | 15 | Hold | $59.00 | +14.01% | Maintains | 2 days ago |
Lazard IncLAZ | 14 | Hold | $48.00 | +18.43% | Maintains | 2 days ago |
Houlihan Lokey IncHLI | 14 | Hold | $163.00 | +16.91% | Maintains | 2 days ago |
Evercore IncEVR | 14 | Hold | $313.00 | +16.69% | Maintains | 2 days ago |
Jefferies Financial Group IncJEF | 4 | Strong Buy | $59.00 | +62.27% | Maintains | 2 days ago |
Blackrock IncBLK | 16 | Strong Buy | $1,280.00 | +38.51% | Upgrades | 19 days ago |
Tpg IncTPG | 17 | Strong Buy | $60.00 | +48.15% | Maintains | 22 days ago |
Blue Owl Capital IncOWL | 12 | Hold | $12.00 | +37.14% | Maintains | 22 days ago |
Kkr & Co IncKKR | 17 | Strong Buy | $125.00 | +45.47% | Maintains | 22 days ago |
Hamilton Lane IncHLNE | 16 | Strong Buy | $150.00 | +54.88% | Maintains | 22 days ago |
Carlyle Group IncCG | 13 | Strong Buy | $65.00 | +42.42% | Maintains | 22 days ago |
Blackstone IncBX | 18 | Hold | $137.00 | +28.30% | Maintains | 22 days ago |
Apollo Global Management IncAPO | 20 | Strong Buy | $152.00 | +45.54% | Maintains | 22 days ago |
Perella Weinberg PartnersPWP | 12 | Hold | $23.00 | +42.95% | Maintains | a month ago |
Schwab Charles CorpSCHW | 10 | Strong Buy | $125.00 | +34.32% | Maintains | 2 months ago |
Ares Management CorpARES | 16 | Hold | $198.00 | +94.58% | Maintains | 2 months ago |
Lpl Financial Holdings IncLPLA | 7 | Hold | $406.00 | +40.47% | Assumes | 3 months ago |
Raymond James Financial IncRJF | 9 | Hold | $176.00 | +20.57% | Assumes | 3 months ago |
Stifel Financial CorpSF | 10 | Strong Buy | $100.00 | +42.39% | Assumes | 3 months ago |
Price T Rowe Group IncTROW | 8 | Hold | $108.00 | +21.91% | Maintains | 8 months ago |
Janus Henderson Group PLCJHG | 8 | Hold | $44.00 | -12.23% | Maintains | 8 months ago |
Franklin Resources IncBEN | 11 | Hold | $26.00 | +7.75% | Maintains | 8 months ago |
Brookfield Asset Management LtdBAM | 12 | Strong Sell | $57.00 | +32.77% | Maintains | 8 months ago |
Invesco LtdIVZ | 9 | Hold | $18.00 | -21.74% | Upgrades | 8 months ago |
Bridge Investment Group Holdings IncBRDG | 8 | Hold | $10.50 | +9.38% | Maintains | 10 months ago |
Wisdomtree IncWT | 3 | Hold | $11.00 | N/A | Maintains | 2 years ago |
Brookfield CorpBN | 3 | Hold | $19.55 | N/A | Maintains | 2 years ago |
State Street CorpSTT | 4 | Hold | $86.00 | N/A | Maintains | 2 years ago |
Textainer Group Holdings LtdTGH | 2 | Hold | $45.00 | N/A | Downgrades | 3 years ago |
Affiliated Managers Group IncAMG | 3 | Buy | $165.00 | N/A | Assumes | 3 years ago |
Artisan Partners Asset Management IncAPAM | 3 | Hold | $37.00 | N/A | Maintains | 3 years ago |
Federated Hermes IncFHI | 2 | Buy | $48.00 | N/A | Maintains | 3 years ago |
Patria Investments LtdPAX | 2 | Buy | $19.00 | N/A | Maintains | 3 years ago |
Ridgepost Capital IncRPC | 2 | Buy | $14.50 | N/A | Maintains | 3 years ago |
Triton International LtdTRTN | 1 | Hold | $74.00 | N/A | Downgrades | 3 years ago |
Victory Capital Holdings IncVCTR | 1 | Hold | $29.00 | N/A | Downgrades | 4 years ago |
Greenhill & Co IncGHL | 4 | Sell | $12.00 | N/A | Downgrades | 4 years ago |
Northern Trust CorpNTRS | 1 | Buy | $152.00 | N/A | Upgrades | 4 years ago |
Cai International IncCAI1 | 3 | Hold | $56.00 | N/A | Downgrades | 5 years ago |