a month ago
C
| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Morgan StanleyMS | +124.91% | $37.50 | $84.34 | 2020-03-12 - 2021-03-12 | Strong Buy |
Evercore IncEVR | +115.16% | $60.09 | $129.29 | 2020-08-04 - 2021-08-04 | Strong Buy |
Perella Weinberg PartnersPWP | +86.33% | $7.90 | $14.72 | 2023-05-04 - 2024-05-03 | Strong Buy |
Citigroup IncC | +69.58% | $57.30 | $97.17 | 2024-09-10 - 2025-09-10 | Strong Buy |
Wells Fargo & CompanyWFC | +69.19% | $45.02 | $76.17 | 2023-11-30 - 2024-11-29 | Strong Buy |
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Morgan StanleyMS | 12 | Hold | $205.00 | +7.27% | Maintains | a month ago |
Citigroup IncC | 15 | Strong Buy | $151.00 | +19.98% | Maintains | a month ago |
Lazard IncLAZ | 11 | Strong Sell | $45.00 | -2.13% | Maintains | a month ago |
Houlihan Lokey IncHLI | 5 | Strong Buy | $184.00 | +23.61% | Maintains | a month ago |
Wells Fargo & CompanyWFC | 13 | Strong Buy | $93.00 | +26.39% | Maintains | 2 months ago |
Bank Of America CorpBAC | 7 | Strong Buy | $57.00 | +12.76% | Maintains | 2 months ago |
Us BancorpUSB | 19 | Hold | $46.00 | -15.58% | Maintains | a year ago |
Pnc Financial Services Group IncPNC | 9 | Hold | $188.00 | N/A | Maintains | a year ago |
Pjt Partners IncPJT | 2 | Strong Buy | $108.00 | N/A | Maintains | 2 years ago |
Perella Weinberg PartnersPWP | 8 | Strong Buy | $11.00 | N/A | Maintains | 3 years ago |
Greenhill & Co IncGHL | 1 | Strong Sell | $8.50 | N/A | Maintains | 3 years ago |
Moelis & CoMC | 5 | Strong Sell | $42.00 | N/A | Maintains | 3 years ago |
Evercore IncEVR | 4 | Hold | $101.00 | N/A | Maintains | 4 years ago |
Jpmorgan Chase & CoJPM | 2 | Strong Buy | $130.00 | N/A | Maintains | 4 years ago |
Ryan Specialty Holdings IncRYAN | 1 | Hold | $33.00 | N/A | Initiates Coverage On | 5 years ago |