6 months ago
BLK
AnalystsWilliam KatzWilliam Katz's Stock Forecasts
AnalystsWilliam Katz
Analyst Ranking
Top 9%
#418 out of 4929 analysts
Average Return
+10.34%
Win Rate
62%79 out of 128
Risk vs Reward
Poor
Good
William Katz's 5 best and worst ratings
| Name / Ticker | Gain/Loss | Entry Price | Exit Price | Period | Rating |
|---|---|---|---|---|---|
Lpl Financial Holdings IncLPLA | +157.38% | $53.96 | $138.88 | 2020-03-25 - 2021-03-25 | Strong Buy |
Carlyle Group IncCG | +84.05% | $26.77 | $49.27 | 2020-10-13 - 2021-10-12 | Strong Buy |
Raymond James Financial IncRJF | +81.88% | $53.36 | $97.05 | 2020-10-12 - 2021-10-12 | Strong Buy |
Blackstone IncBX | +80.09% | $48.43 | $87.22 | 2020-04-24 - 2021-04-23 | Strong Buy |
Apollo Global Management IncAPO | +77.10% | $63.85 | $113.08 | 2023-05-19 - 2024-05-17 | Strong Buy |
William Katz Analyst Color
Get additional color on William Katz's coverage of popular stocks
8 months ago
APO
a year ago
BLK
a year ago
APO
2 years ago
APO
3 years ago
KKR
3 years ago
LPLA
4 years ago
BRDG
William Katz's Stock Coverage
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Blackrock IncBLK | 14 | Strong Buy | $1,100.00 | +1.65% | Maintains | 3 months ago |
Apollo Global Management IncAPO | 11 | Strong Buy | $170.00 | +17.67% | Maintains | 8 months ago |
Tpg IncTPG | 4 | Strong Buy | $50.00 | N/A | Maintains | a year ago |
Price T Rowe Group IncTROW | 24 | Strong Sell | $100.00 | N/A | Maintains | 2 years ago |
Invesco LtdIVZ | 10 | Sell | $11.50 | N/A | Downgrades | 3 years ago |
Alliancebernstein Holding LPAB | 6 | Hold | $28.00 | N/A | Initiates Coverage On | 3 years ago |
Schwab Charles CorpSCHW | 13 | Buy | $80.00 | N/A | Initiates Coverage On | 3 years ago |
Raymond James Financial IncRJF | 28 | Hold | $120.00 | N/A | Initiates Coverage On | 3 years ago |
Lpl Financial Holdings IncLPLA | 11 | Hold | $262.00 | N/A | Initiates Coverage On | 3 years ago |
Affiliated Managers Group IncAMG | 11 | Buy | $140.00 | N/A | Initiates Coverage On | 3 years ago |
Artisan Partners Asset Management IncAPAM | 3 | Hold | $25.00 | N/A | Initiates Coverage On | 3 years ago |
Sculptor Capital Management IncSCU | 2 | Hold | $9.50 | N/A | Initiates Coverage On | 3 years ago |
Franklin Resources IncBEN | 3 | Hold | $21.00 | N/A | Initiates Coverage On | 3 years ago |
Blue Owl Capital IncOWL | 1 | Hold | $9.00 | N/A | Initiates Coverage On | 3 years ago |
Kkr & Co IncKKR | 4 | Hold | $48.00 | N/A | Initiates Coverage On | 3 years ago |
Gcm Grosvenor IncGCMG | 1 | Buy | $9.00 | N/A | Initiates Coverage On | 3 years ago |
Carlyle Group IncCG | 8 | Buy | $38.50 | N/A | Initiates Coverage On | 3 years ago |
Blackstone IncBX | 9 | Hold | $85.50 | N/A | Initiates Coverage On | 3 years ago |
Bridge Investment Group Holdings IncBRDG | 4 | Hold | $15.00 | N/A | Initiates Coverage On | 3 years ago |
Federated Hermes IncFHI | 2 | Strong Sell | $25.50 | N/A | Maintains | 3 years ago |
Brookfield CorpBN | 4 | Hold | $61.00 | N/A | Downgrades | 3 years ago |
Rmr Group IncRMR | 1 | Hold | $28.00 | N/A | Upgrades | 5 years ago |
Legg Mason IncLM | 6 | Hold | $50.00 | N/A | Downgrades | 5 years ago |
Wisdomtree IncWT | 8 | Strong Sell | N/A | N/A | Downgrades | 6 years ago |
Eaton Vance CorpEV1 | 5 | Hold | $46.50 | N/A | Downgrades | 7 years ago |
Waddell & Reed Financial IncWDR | 1 | Hold | $18.00 | N/A | Maintains | 7 years ago |
Td Ameritrade Holding CorpAMTD1 | 12 | Strong Sell | $195.00 | N/A | Maintains | 10 years ago |
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Information is provided 'as-is' and solely for informational purposes and is not advice. WallStreetZen does not bear any responsibility for any losses or damage that may occur as a result of reliance on this data.