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Ratings by William Blair (Jeff Schmitt)

Date CompanySymbol Type Rating
(Past)
PT
(Past)
Start $
(End $)
% Chg. Details
1/17/2023 Charles Schwab Corp. SCHW New Coverage Outperform
(N/A)
82.98
(79.99)
-3.6% Details
1/17/2023 LPL Investment LPLA New Coverage Outperform
(N/A)
230.29
(239.98)
4.21% Details
1/17/2023 Focus Financial Partners FOCS New Coverage Outperform
(N/A)
42.95
(49.94)
16.27% Details
11/10/2022 Primerica PRI Downgrade Market Perform
(Outperform)
138.71
(163.32)
17.74% Details
7/25/2022 SS&C Technologies Holdings, Inc. SSNC New Coverage Outperform
(N/A)
62.79
(60.82)
-3.14% Details
7/25/2022 SEI Investments SEIC New Coverage Market Perform
(N/A)
54.39
(63.41)
16.58% Details
7/25/2022 Envestnet ENV New Coverage Outperform
(N/A)
55.38
(67.29)
21.51% Details
7/25/2022 AssetMark Financial Holdings Inc. AMK New Coverage Outperform
(N/A)
18.53
(27.07)
46.09% Details
9/20/2021 Primerica PRI Maintain Outperform
(N/A)
 
 
  Details
7/23/2021 Assurant AIZ New Coverage Outperform
(N/A)
152.41
(133.12)
-12.66% Details