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William Katz Profile - TD Cowen Analyst
375 Followers
William Katz TD Cowen
Wall Street Analyst
Success Rate
282 out of 471 ratings made a profit
Average Return
+10.90%
Average return per rating
Time Frame
Compare to
Copying William Katz's trades since 2014 and holding each position for 1 Year would result in 59.87% of your transactions generating a profit, with an average return of 10.9% per rating.
Stock Rating Distribution
49.47% Buy
43.57% Hold
6.97% Sell
Distribution of William Katz's ratings
Additional Information
Main Sector:Financial
Geo Coverage:
Best Rating
Stock:
Sculptor Capital Management, Inc. Class A
(SCU)
(SCU)
Rating:Buy
Date:Sep 29, 2020 - Sep 29, 2021
Return:+167.30%
The most profitable rating made by William Katz
William Katz's Stock Coverage
IQVIA Holdings
Feb 18, 2014
Buy
Initiated
$62.00
(-71.31% Downside)
2Ratings
―
0.00%
Global Brokerage
Mar 18, 2015
Sell
Reiterated
$5.00
―
9Ratings
―
0.00%
Virtu Financial
May 27, 2015
Hold
Initiated
$22.00
(-35.97% Downside)
1Ratings
―
0.00%
Janus Capital
Jul 15, 2015
Hold
Reiterated
―
11Ratings
―
0.00%
RCS Capital
Sep 07, 2015
Hold
Downgraded
―
6Ratings
―
0.00%
OM Group
Jun 30, 2016
Buy
Assigned
―
1Ratings
―
0.00%
Eaton Vance Limited Duration Income Fund
Jun 05, 2017
Buy
Upgraded
$54.50
(449.40% Upside)
3Ratings
―
0.00%
WisdomTree
Apr 15, 2019
Sell
Reiterated
$5.00
(-54.75% Downside)
23Ratings
+24.70%
Acadian Asset Management
Jul 09, 2019
Hold
Reiterated
$12.50
(-70.19% Downside)
11Ratings
-11.07%
Bank of New York Mellon
Feb 03, 2020
Hold
Reiterated
$59.00
(-44.74% Downside)
1Ratings
―
0.00%
List of latest recommendations made by William Katz. Click to expand and see William Katz'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 >About Analyst Ratings
About Analyst Ratings
Analyst ratings represent professional recommendations - Buy, Hold, or Sell - issued for a specific stock. Each rating reflects the analyst’s view at the time of publication and is tracked to measure historical performance.
Ratings Count
The total number of analyst ratings (Buy, Hold, and Sell) issued for the stock. This includes all published recommendations, even those not used in performance calculations.
Performance Calculation
To ensure accuracy and prevent duplication, only certain ratings are included in performance metrics:
•
One rating per analyst per month: If an analyst publishes more than one rating in a month, only the first is counted.
•
Updated ratings end prior ones: If the analyst changes their stance during that month (for example, from Buy to Sell), performance tracking for the earlier rating stops immediately on the update date, and the new rating begins tracking from that point forward.
•
Hold ratings excluded: Hold recommendations are displayed on the chart but are not counted in performance or return calculations.
Example
If an analyst rates a stock Buy on April 1 and changes it to Sell on April 20, the Buy rating’s performance is measured from April 1 to April 20. From April 20 onward, only the Sell rating is tracked.
Success Rate
Indicates the percentage of performance-accounted ratings that generated a positive return during their active period. For example, if 6 out of 17 accounted ratings were profitable, the success rate is 35%.
Average Return
Represents the mean return per active rating - showing the average gain or loss an analyst’s recommendation produced while it was active.
William Katz activity FAQ
What is the performance of William Katz's recommendations?
The percentage of profitable recommendations made by William Katz is 60%, and the average return per transaction is 10.90%.
What was William Katz's most profitable rating?
William Katz’s most profitable ratings was a buy on SCU stock on Sep 29, 2020 - Sep 29, 2021. The return on the trade was +167.30%.
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