Ratings by JPMorgan (William Cuddy)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 2/23/2024 | Envestnet | ENV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2024 | Envestnet | ENV | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2023 | Envestnet | ENV | Maintain | Neutral (N/A) |
|
Details | ||
| 8/4/2023 | Envestnet | ENV | Maintain | Neutral (N/A) |
|
Details | ||
| 5/5/2023 | Envestnet | ENV | Maintain | Neutral (N/A) |
|
Details | ||
| 1/23/2023 | Envestnet | ENV | Maintain | Neutral (N/A) |
|
Details | ||
| 2/28/2022 | Envestnet | ENV | Maintain | Neutral (N/A) |
|
Details | ||
| 12/14/2021 | Blucora Inc. | BCOR | Downgrade | Neutral (Overweight) |
17.25 (27.19) |
57.62% | Details | |
| 6/16/2021 | Blucora Inc. | BCOR | Maintain | Overweight (N/A) |
|
Details | ||
| 1/13/2020 | Blucora Inc. | BCOR | Downgrade | Neutral (Overweight) |
25.24 (27.19) |
7.73% | Details | |
| 5/9/2019 | Envestnet | ENV | Downgrade | Neutral (Overweight) |
70.97 (62.69) |
-11.67% | Details | |
| 9/28/2018 | Blucora Inc. | BCOR | Upgrade | Overweight (Neutral) |
36.80 (27.19) |
-26.11% | Details |
