Ratings by Atlantic Equities (John Heagerty)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 8/4/2023 | First Citizens BancShares | FCNCA | Maintain | Overweight (N/A) |
|
Details | ||
| 8/1/2023 | Goldman Sachs | GS | Upgrade | Neutral (Underweight) |
355.87 (1021.65) |
187.09% | Details | |
| 7/14/2023 | S&P Global | SPGI | Maintain | Overweight (N/A) |
|
Details | ||
| 6/28/2023 | First Citizens BancShares | FCNCA | New Coverage | Overweight (N/A) |
1189.18 (2170.72) |
82.54% | Details | |
| 4/14/2023 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 3/17/2023 | First Republic Bank | FRC | Downgrade | Neutral (Overweight) |
34.27 (3.51) |
-89.76% | Details | |
| 3/8/2023 | S&P Global | SPGI | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2023 | American International Group | AIG | Downgrade | Neutral (Overweight) |
60.82 (75.70) |
24.47% | Details | |
| 1/31/2023 | Bank of America | BAC | Downgrade | Neutral (Overweight) |
35.45 (63.17) |
78.19% | Details | |
| 11/21/2022 | Wells Fargo | WFC | Maintain | Overweight (N/A) |
|
Details | ||
| 11/21/2022 | JPMorgan | JPM | Maintain | Neutral (N/A) |
|
Details | ||
| 11/21/2022 | Goldman Sachs | GS | Maintain | Underweight (N/A) |
|
Details | ||
| 11/15/2022 | Chubb Corporation | CB | Upgrade | Overweight (Neutral) |
206.26 (340.92) |
65.29% | Details | |
| 11/8/2022 | Marsh & McLennan | MMC | Downgrade | Neutral (Overweight) |
160.37 (182.70) |
13.92% | Details | |
| 11/7/2022 | S&P Global | SPGI | Upgrade | Overweight (Neutral) |
309.30 (426.66) |
37.94% | Details | |
| 10/5/2022 | Morgan Stanley | MS | Downgrade | Neutral (Overweight) |
83.97 (214.23) |
155.13% | Details | |
| 10/5/2022 | Goldman Sachs | GS | Downgrade | Underweight (Neutral) |
314.87 (1021.65) |
224.47% | Details | |
| 9/7/2022 | American International Group | AIG | Maintain | Overweight (N/A) |
|
Details | ||
| 8/31/2022 | Robinhood Markets | HOOD | Maintain | Underweight (N/A) |
|
Details | ||
| 7/1/2022 | First Republic Bank | FRC | Upgrade | Overweight (Neutral) |
145.86 (3.51) |
-97.59% | Details | |
| 6/15/2022 | Robinhood Markets | HOOD | Downgrade | Underweight (Neutral) |
7.23 (95.77) |
1224.62% | Details | |
| 3/3/2022 | Citi | C | Downgrade | Neutral (Overweight) |
58.59 (132.89) |
126.81% | Details | |
| 2/22/2022 | Hartford Financial Services | HIG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/22/2022 | Chubb Corporation | CB | Maintain | Neutral (N/A) |
|
Details | ||
| 2/22/2022 | American International Group | AIG | Maintain | Overweight (N/A) |
|
Details | ||
| 2/1/2022 | Wells Fargo | WFC | Upgrade | Overweight (Neutral) |
54.19 (85.94) |
58.59% | Details | |
| 11/16/2021 | Robinhood Markets | HOOD | Downgrade | Neutral (Overweight) |
35.21 (95.77) |
172% | Details | |
| 11/4/2021 | Aon Corp | AON | Downgrade | Neutral (Overweight) |
304.68 (348.43) |
14.36% | Details | |
| 10/5/2021 | Charles Schwab Corp. | SCHW | New Coverage | Overweight (N/A) |
74.42 (110.88) |
48.99% | Details | |
| 7/29/2021 | Robinhood Markets | HOOD | New Coverage | Overweight (N/A) |
0.00 (95.77) |
0% | Details | |
| 7/6/2021 | Arthur J. Gallagher | AJG | New Coverage | Overweight (N/A) |
140.42 (257.45) |
83.34% | Details | |
| 4/27/2021 | JPMorgan | JPM | Downgrade | Neutral (Overweight) |
150.56 (357.26) |
137.29% | Details | |
| 2/26/2021 | American International Group | AIG | Upgrade | Overweight (Neutral) |
45.43 (75.70) |
66.63% | Details | |
| 2/11/2021 | Aon Corp | AON | Upgrade | Overweight (Neutral) |
228.45 (348.43) |
52.52% | Details | |
| 1/26/2021 | Bank of America | BAC | Upgrade | Overweight (Neutral) |
31.55 (63.17) |
100.22% | Details | |
| 8/11/2020 | Travelers | TRV | Downgrade | Neutral (Overweight) |
119.12 (362.22) |
204.08% | Details | |
| 7/22/2020 | Wells Fargo | WFC | Upgrade | Neutral (Underweight) |
24.57 (85.94) |
249.78% | Details | |
| 7/22/2020 | JPMorgan | JPM | Upgrade | Overweight (Neutral) |
97.30 (357.26) |
267.17% | Details | |
| 5/12/2020 | Marsh & McLennan | MMC | Upgrade | Overweight (Neutral) |
103.98 (182.70) |
75.71% | Details | |
| 5/5/2020 | Wells Fargo | WFC | Downgrade | Underweight (Neutral) |
27.59 (85.94) |
211.49% | Details | |
| 5/5/2020 | First Republic Bank | FRC | Upgrade | Neutral (Underweight) |
100.59 (3.51) |
-96.51% | Details | |
| 3/24/2020 | Hartford Financial Services | HIG | Upgrade | Overweight (Neutral) |
30.71 (137.53) |
347.83% | Details | |
| 3/24/2020 | Travelers | TRV | Upgrade | Overweight (Neutral) |
88.36 (362.22) |
309.94% | Details | |
| 3/24/2020 | Chubb Corporation | CB | Upgrade | Neutral (Underweight) |
94.20 (340.92) |
261.91% | Details | |
| 2/28/2020 | Wells Fargo | WFC | Upgrade | Neutral (Underweight) |
42.47 (85.94) |
102.35% | Details | |
| 1/21/2020 | Bank of America | BAC | Downgrade | Neutral (Overweight) |
34.71 (63.17) |
81.99% | Details | |
| 10/22/2019 | Bank of America | BAC | Upgrade | Overweight (Neutral) |
31.02 (34.71) |
11.9% | Details | |
| 9/5/2019 | First Republic Bank | FRC | Downgrade | Underweight (Neutral) |
88.06 (3.51) |
-96.01% | Details | |
| 8/8/2019 | Prudential Financial | PRU | Downgrade | Neutral (Overweight) |
85.17 (122.22) |
43.5% | Details | |
| 8/6/2019 | S&P Global | SPGI | Downgrade | Neutral (Overweight) |
244.18 (426.66) |
74.73% | Details | |
| 6/20/2019 | Chubb Corporation | CB | Downgrade | Underweight (Neutral) |
148.12 (340.92) |
130.16% | Details | |
| 6/14/2019 | Aon Corp | AON | Downgrade | Neutral (Overweight) |
189.23 (348.43) |
84.13% | Details | |
| 6/11/2019 | Wells Fargo | WFC | Downgrade | Underweight (Neutral) |
45.63 (85.94) |
88.34% | Details | |
| 4/30/2019 | Bank of America | BAC | Downgrade | Neutral (Overweight) |
30.77 (31.02) |
0.81% | Details | |
| 3/1/2019 | First Republic Bank | FRC | Downgrade | Neutral (Overweight) |
104.94 (88.06) |
-16.09% | Details | |
| 1/11/2019 | S&P Global | SPGI | Upgrade | Overweight (Neutral) |
173.66 (244.18) |
40.61% | Details | |
| 12/19/2018 | JPMorgan | JPM | Downgrade | Neutral (Overweight) |
99.01 (357.26) |
260.83% | Details | |
| 12/12/2018 | Goldman Sachs | GS | Downgrade | Neutral (Overweight) |
178.83 (314.87) |
76.07% | Details |
