Ratings by William Blair (Jeff Schmitt)
| Date | Company | Symbol | 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 |
