AnalystsWilliam KatzWilliam Katz's Stock Forecasts
AnalystsWilliam Katz
Analyst Ranking
Top 9%
#326 out of 3846 analysts
Average Return
+7.72%
Win Rate
52%49 out of 94
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 |
Blackstone IncBX | +80.09% | $48.43 | $87.22 | 2020-04-24 - 2021-04-23 | Strong Buy |
Brookfield Asset Management IncBAM | +73.82% | $33.69 | $58.56 | 2020-10-19 - 2021-10-18 | Strong Buy |
Carlyle Group IncCG | +72.11% | $22.68 | $39.04 | 2020-04-15 - 2021-04-15 | Strong Buy |
William Katz's Stock Coverage
| Name / Ticker | No. Ratings | Rating | Price Target | Upside/Downside | Action | Date |
|---|---|---|---|---|---|---|
Federated Hermes IncFHI | 2 | Strong Sell | $25.50 | -25.53% | Maintains | 3 months ago |
Raymond James Financial IncRJF | 7 | Strong Buy | $195.00 | +88.15% | Maintains | 3 months ago |
Price T Rowe Group IncTROW | 12 | Strong Sell | $90.00 | -27.81% | Maintains | 3 months ago |
Schwab Charles CorpSCHW | 12 | Strong Buy | $90.00 | +30.36% | Maintains | 4 months ago |
Lpl Financial Holdings IncLPLA | 10 | Strong Buy | $270.00 | +18.41% | Maintains | 4 months ago |
Tpg IncTPG | 1 | Hold | $27.00 | -12.68% | Maintains | 4 months ago |
Sculptor Capital Management IncSCU | 1 | Strong Buy | $32.00 | +255.95% | Maintains | 4 months ago |
Kkr & Co IncKKR | 3 | Strong Buy | $81.50 | +57.49% | Maintains | 4 months ago |
Invesco LtdIVZ | 8 | Strong Buy | $26.00 | +45.66% | Maintains | 4 months ago |
Bridge Investment Group Holdings IncBRDG | 3 | Strong Buy | $24.00 | +37.30% | Maintains | 4 months ago |
Blackstone IncBX | 8 | Hold | $117.00 | +16.05% | Maintains | 4 months ago |
Blackrock IncBLK | 8 | Strong Buy | $900.00 | +29.22% | Maintains | 4 months ago |
Franklin Resources IncBEN | 1 | Hold | $28.00 | +1.74% | Downgrades | 4 months ago |
Artisan Partners Asset Management IncAPAM | 2 | Hold | $36.50 | -0.90% | Maintains | 4 months ago |
Apollo Global Management IncAPO | 6 | Strong Buy | $87.50 | +51.12% | Maintains | 4 months ago |
Affiliated Managers Group IncAMG | 10 | Strong Buy | $241.00 | +85.06% | Maintains | 4 months ago |
Brookfield Asset Management IncBAM | 4 | Hold | $61.00 | +21.51% | Downgrades | 7 months ago |
Alliancebernstein Holding LPAB | 5 | Strong Buy | $64.50 | +48.86% | Maintains | 7 months ago |
Carlyle Group IncCG | 7 | Strong Buy | $31.00 | N/A | Upgrades | 2 years ago |
Rmr Group IncRMR | 1 | Hold | $28.00 | N/A | Upgrades | 2 years ago |
Td Ameritrade Holding CorpAMTD1 | 6 | Hold | $39.50 | N/A | Downgrades | 2 years ago |
Legg Mason IncLM | 6 | Hold | $50.00 | N/A | Downgrades | 2 years ago |
Wisdomtree Investments IncWETF | 8 | Strong Sell | N/A | N/A | Downgrades | 4 years ago |
Eaton Vance CorpEV | 5 | Hold | $46.50 | N/A | Downgrades | 4 years ago |
Waddell & Reed Financial IncWDR | 1 | Hold | $18.00 | N/A | Maintains | 4 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.
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.