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Jeff Schmitt Profile - William Blair Analyst
18 Followers
Jeff Schmitt William Blair
Wall Street Analyst
Success Rate
38 out of 51 ratings made a profit
Average Return
+9.50%
Average return per rating
Time Frame
Compare to
Copying Jeff Schmitt's trades since 2023 and holding each position for 1 Year would result in 74.51% of your transactions generating a profit, with an average return of 9.5% per rating.
Stock Rating Distribution
71.79% Buy
28.21% Hold
0.00% Sell
Distribution of Jeff Schmitt's ratings
Additional Information
Main Sector:General
Geo Coverage:
Best Rating
Stock:
Assetmark Financial Holdings
(AMK)
(AMK)
Rating:Buy
Date:Jul 25, 2022 - Jul 25, 2023
Return:+65.30%
The most profitable rating made by Jeff Schmitt
Jeff Schmitt's Stock Coverage
Focus Financial Partners
Feb 27, 2023
Hold
Downgraded
―
2Ratings
+20.10%
Avantax
Sep 11, 2023
Hold
Downgraded
―
2Ratings
-0.60%
AssetMark Financial Holdings
Apr 25, 2024
Hold
Downgraded
―
2Ratings
+65.30%
Envestnet
Jul 11, 2024
Hold
Downgraded
―
2Ratings
+11.60%
Charles Schwab
Jul 18, 2025
Buy
Reiterated
―
11Ratings
+13.25%
SEI Investments Company
Jul 24, 2025
Hold
Reiterated
―
5Ratings
―
0.00%
SS&C Technologies Holdings
Jul 24, 2025
Buy
Reiterated
―
5Ratings
+7.88%
Nasdaq
Jul 24, 2025
Buy
Reiterated
―
3Ratings
+17.07%
Ameriprise Financial
Jul 25, 2025
Hold
Downgraded
―
2Ratings
+12.20%
Tradeweb Markets
Jul 30, 2025
Buy
Reiterated
―
6Ratings
+4.52%
List of latest recommendations made by Jeff Schmitt. Click to expand and see Jeff Schmitt's performance on a particular stock
Disclaimer: TipRanks collects analysts’ ratings and price targets by scanning publicly available reports on financial websites and by receiving reports from analysts, firms, or customers. The information and statistics displayed might not be accurate, complete, or up-to-date. The analyst ratings provided are the sole responsibility of the source publication. TipRanks holds no liability over the analysts' information, price targets, ratings, or opinions expressed.
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Learn More >Jeff Schmitt activity FAQ
What is the performance of Jeff Schmitt's recommendations?
The percentage of profitable recommendations made by Jeff Schmitt is 75%, and the average return per transaction is 9.50%.
What was Jeff Schmitt's most profitable rating?
Jeff Schmitt’s most profitable ratings was a buy on AMK stock on Jul 25, 2022 - Jul 25, 2023. The return on the trade was +65.30%.
Where can I see a list of stock analyst ratings?
You can see a list of daily stock analyst ratings here.
What are the most recommended stocks by analysts?
You can see a list of the most recommended stocks by analysts here