Ratings by William Blair (Jeff Schmitt)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/25/2024 | AssetMark Financial Holdings Inc. | AMK | Downgrade | Market Perform (Outperform) |
34.90 (33.89) |
-2.89% | Details | |
| 4/9/2024 | Tradeweb Markets | TW | New Coverage | Outperform (N/A) |
102.02 (102.15) |
0.13% | Details | |
| 9/11/2023 | Avantax, Inc. | AVTA | Downgrade | Market Perform (Outperform) |
19.95 (25.99) |
30.28% | Details | |
| 4/11/2023 | LPL Investment | LPLA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/29/2023 | Avantax, Inc. | AVTA | New Coverage | Outperform (N/A) |
25.20 (25.99) |
3.13% | Details | |
| 2/28/2023 | Focus Financial Partners | FOCS | Downgrade | Market Perform (Outperform) |
50.20 (52.99) |
5.56% | Details | |
| 1/17/2023 | Charles Schwab Corp. | SCHW | New Coverage | Outperform (N/A) |
82.98 (74.89) |
-9.75% | Details | |
| 1/17/2023 | LPL Investment | LPLA | New Coverage | Outperform (N/A) |
230.29 (265.42) |
15.25% | Details | |
| 1/17/2023 | Focus Financial Partners | FOCS | New Coverage | Outperform (N/A) |
42.95 (52.99) |
23.38% | Details | |
| 11/10/2022 | Primerica | PRI | Downgrade | Market Perform (Outperform) |
138.71 (218.59) |
57.59% | Details | |
| 7/25/2022 | SS&C Technologies Holdings, Inc. | SSNC | New Coverage | Outperform (N/A) |
62.79 (61.31) |
-2.36% | Details | |
| 7/25/2022 | SEI Investments | SEIC | New Coverage | Market Perform (N/A) |
54.39 (66.48) |
22.23% | Details | |
| 7/25/2022 | Envestnet | ENV | New Coverage | Outperform (N/A) |
55.38 (62.36) |
12.6% | Details | |
| 7/25/2022 | AssetMark Financial Holdings Inc. | AMK | New Coverage | Outperform (N/A) |
18.53 (33.89) |
82.89% | Details | |
| 9/20/2021 | Primerica | PRI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/23/2021 | Assurant | AIZ | New Coverage | Outperform (N/A) |
152.41 (173.64) |
13.93% | Details |
