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Ratings by Atlantic Equities (John Heagerty)

Date CompanySymbol 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
(390.47)
9.72% 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
(1521.15)
27.92% 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
(70.88)
16.54% Details
1/31/2023 Bank of America BAC Downgrade Neutral
(Overweight)
35.45
(33.61)
-5.19% 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
(255.44)
23.84% Details
11/8/2022 Marsh & McLennan MMC Downgrade Neutral
(Overweight)
160.37
(204.26)
27.37% Details
11/7/2022 S&P Global SPGI Upgrade Overweight
(Neutral)
309.30
(435.22)
40.71% Details
10/5/2022 Morgan Stanley MS Downgrade Neutral
(Overweight)
83.97
(85.85)
2.24% Details
10/5/2022 Goldman Sachs GS Downgrade Underweight
(Neutral)
314.87
(390.47)
24.01% 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
(13.97)
93.22% Details
3/3/2022 Citi C Downgrade Neutral
(Overweight)
58.59
(55.90)
-4.59% 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
(53.37)
-1.51% Details
11/16/2021 Robinhood Markets HOOD Downgrade Neutral
(Overweight)
35.21
(13.97)
-60.32% Details
11/4/2021 Aon Corp AON Downgrade Neutral
(Overweight)
304.68
(315.36)
3.51% Details
10/5/2021 Charles Schwab Corp. SCHW New Coverage Overweight
(N/A)
74.42
(64.63)
-13.16% Details
7/29/2021 Robinhood Markets HOOD New Coverage Overweight
(N/A)
0.00
(13.97)
0% Details
7/6/2021 Arthur J. Gallagher AJG New Coverage Overweight
(N/A)
140.42
(244.67)
74.24% Details
4/27/2021 JPMorgan JPM Downgrade Neutral
(Overweight)
150.56
(183.07)
21.59% Details
2/26/2021 American International Group AIG Upgrade Overweight
(Neutral)
45.43
(70.88)
56.02% Details
2/11/2021 Aon Corp AON Upgrade Overweight
(Neutral)
228.45
(315.36)
38.04% Details
1/26/2021 Bank of America BAC Upgrade Overweight
(Neutral)
31.55
(33.61)
6.53% Details
8/11/2020 Travelers TRV Downgrade Neutral
(Overweight)
119.12
(222.30)
86.62% Details
7/22/2020 Wells Fargo WFC Upgrade Neutral
(Underweight)
24.57
(53.37)
117.22% Details
7/22/2020 JPMorgan JPM Upgrade Overweight
(Neutral)
97.30
(183.07)
88.15% Details
5/12/2020 Marsh & McLennan MMC Upgrade Overweight
(Neutral)
103.98
(204.26)
96.44% Details
5/5/2020 Wells Fargo WFC Downgrade Underweight
(Neutral)
27.59
(53.37)
93.44% 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
(94.52)
207.78% Details
3/24/2020 Travelers TRV Upgrade Overweight
(Neutral)
88.36
(222.30)
151.58% Details
3/24/2020 Chubb Corporation CB Upgrade Neutral
(Underweight)
94.20
(255.44)
171.17% Details
2/28/2020 Wells Fargo WFC Upgrade Neutral
(Underweight)
42.47
(53.37)
25.67% Details
1/21/2020 Bank of America BAC Downgrade Neutral
(Overweight)
34.71
(33.61)
-3.17% 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
(108.32)
27.18% Details
8/6/2019 S&P Global SPGI Downgrade Neutral
(Overweight)
244.18
(435.22)
78.24% Details
6/20/2019 Chubb Corporation CB Downgrade Underweight
(Neutral)
148.12
(255.44)
72.45% Details
6/14/2019 Aon Corp AON Downgrade Neutral
(Overweight)
189.23
(315.36)
66.65% Details
6/11/2019 Wells Fargo WFC Downgrade Underweight
(Neutral)
45.63
(53.37)
16.96% 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
(183.07)
84.9% Details
12/12/2018 Goldman Sachs GS Downgrade Neutral
(Overweight)
178.83
(314.87)
76.07% Details