7 days ago
SCHW
| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Cai International IncCAI1 | +143.82% | $18.19 | $44.35 | 2020-05-06 - 2021-05-07 | Buy |
Textainer Group Holdings LtdTGH | +134.14% | $16.11 | $37.72 | 2020-10-18 - 2021-10-18 | Buy |
Kkr & Co IncKKR | +109.92% | $75.22 | $157.90 | 2023-12-03 - 2024-12-03 | Buy |
Perella Weinberg PartnersPWP | +106.41% | $12.49 | $25.78 | 2024-01-28 - 2025-01-28 | Buy |
Kkr & Co IncKKR | +103.37% | $49.01 | $99.67 | 2023-05-08 - 2024-05-08 | Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Schwab Charles CorpSCHW | 10 | Strong Buy | $125.00 | +20.81% | Maintains | 7 days ago |
Blackrock IncBLK | 15 | Hold | $1,280.00 | +14.12% | Maintains | 13 days ago |
Blue Owl Capital IncOWL | 11 | Hold | $16.50 | +13.79% | Maintains | 16 days ago |
Kkr & Co IncKKR | 16 | Strong Buy | $168.00 | +43.87% | Maintains | 16 days ago |
Blackstone IncBX | 17 | Hold | $172.00 | +17.17% | Maintains | 16 days ago |
Ares Management CorpARES | 16 | Hold | $198.00 | +32.18% | Maintains | 16 days ago |
Apollo Global Management IncAPO | 19 | Strong Buy | $182.00 | +36.96% | Maintains | 16 days ago |
Carlyle Group IncCG | 12 | Strong Buy | $81.00 | +33.80% | Maintains | 16 days ago |
Hamilton Lane IncHLNE | 15 | Strong Buy | $184.00 | +23.79% | Maintains | 16 days ago |
Tpg IncTPG | 16 | Strong Buy | $83.00 | +39.80% | Maintains | 16 days ago |
Moelis & CoMC | 14 | Hold | $74.00 | +1.51% | Maintains | 22 days ago |
Evercore IncEVR | 12 | Hold | $363.00 | -0.05% | Maintains | 22 days ago |
Perella Weinberg PartnersPWP | 11 | Hold | $20.00 | -11.23% | Maintains | a month ago |
Pjt Partners IncPJT | 6 | Hold | $180.00 | +0.71% | Assumes | 2 months ago |
Lazard IncLAZ | 13 | Hold | $54.00 | +2.64% | Assumes | 2 months ago |
Houlihan Lokey IncHLI | 13 | Hold | $193.00 | +6.91% | Assumes | 2 months ago |
Jefferies Financial Group IncJEF | 3 | Strong Buy | $76.00 | +22.88% | Assumes | 2 months ago |
Lpl Financial Holdings IncLPLA | 7 | Hold | $406.00 | +10.66% | Assumes | 2 months ago |
Raymond James Financial IncRJF | 9 | Hold | $176.00 | +4.57% | Assumes | 2 months ago |
Stifel Financial CorpSF | 10 | Strong Buy | $150.00 | +18.82% | Assumes | 2 months ago |
Price T Rowe Group IncTROW | 8 | Hold | $108.00 | +2.61% | Maintains | 7 months ago |
Janus Henderson Group PLCJHG | 8 | Hold | $44.00 | -8.43% | Maintains | 7 months ago |
Franklin Resources IncBEN | 11 | Hold | $26.00 | +1.33% | Maintains | 7 months ago |
Brookfield Asset Management LtdBAM | 12 | Strong Sell | $57.00 | +10.94% | Maintains | 7 months ago |
Invesco LtdIVZ | 9 | Hold | $18.00 | -34.69% | Upgrades | 7 months ago |
Bridge Investment Group Holdings IncBRDG | 8 | Hold | $10.50 | +9.38% | Maintains | 8 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 |
P10 IncPX | 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 |