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David Smith -CFA Profile - Truist Financial Analyst

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David Smith -CFA

David Smith -CFA
Truist Financial

Wall Street Analyst
#5,774 out of 9,344 Wall Street Analysts
#17,349 out of 39,932 experts

Success Rate

100%
2 out of 2 ratings made a profit

Average Return

+10.70%
Average return per rating
Time Frame
1 Year
Compare to
No Benchmark
Copying David Smith -CFA's trades since 2025 and holding each position for 1 Year would result in 100.00% of your transactions generating a profit, with an average return of 10.7% per rating.

Stock Rating Distribution

7Ratings
57.14% Hold
42.86% Buy
0.00% Sell
Distribution of David Smith -CFA's ratings

Additional Information

Main Sector:General
Geo Coverage:
United StatesUS Market

Best Rating

Stock:
Charles Schwab Corp.
(SCHW)
Rating:Buy
Date:Jan 06, 2025 - Today
Return:+10.80%
The most profitable rating made by David Smith -CFA

David Smith -CFA's Stock Coverage

Company
Date
Position
Action
Price Target
No. of Ratings
Success Rate
Avg. Return
Jan 06, 2025
Buy
Initiated
$86.00
(5.26% Upside)
1Ratings
100%
+10.80%
Jan 16, 2025
Buy
Assigned
2Ratings
100%
+10.70%
Jan 23, 2025
Hold
Assigned
2Ratings
0.00%
Jan 27, 2025
Hold
Reiterated
$116.00
(3.19% Upside)
2Ratings
0.00%
List of latest recommendations made by David Smith -CFA. Click to expand and see David Smith -CFA'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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David Smith -CFA activity FAQ

What is the performance of David Smith -CFA's recommendations?
The percentage of profitable recommendations made by David Smith -CFA is 100%, and the average return per transaction is 10.70%.
    What stocks does David Smith -CFA cover?
    David Smith -CFA mostly covers NTRS , STT , BK stocks.
      What was David Smith -CFA's most profitable rating?
      David Smith -CFA’s most profitable ratings was a buy on SCHW stock on Jan 06, 2025 - Today. The return on the trade was +10.80%.
        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