Ratings by Wells Fargo (Timothy Willi)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/12/2023 | Cardlytics | CDLX | Maintain | Underweight (N/A) |
|
Details | ||
| 1/9/2023 | Cardlytics | CDLX | Maintain | Underweight (N/A) |
|
Details | ||
| 11/2/2022 | Cardlytics | CDLX | Maintain | Underweight (N/A) |
|
Details | ||
| 9/8/2022 | Cardlytics | CDLX | Downgrade | Underweight (Equal Weight) |
12.56 (0.78) |
-93.79% | Details | |
| 8/3/2022 | Cardlytics | CDLX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 7/14/2022 | Cardlytics | CDLX | Downgrade | Equal Weight (Overweight) |
14.44 (0.78) |
-94.6% | Details | |
| 7/20/2021 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 5/6/2021 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 4/15/2021 | Cardlytics | CDLX | Upgrade | Overweight (Equal Weight) |
105.50 (0.78) |
-99.26% | Details | |
| 2/19/2021 | Q2 Holdings | QTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/18/2021 | Shopify | SHOP | Maintain | Equal Weight (N/A) |
|
Details | ||
| 2/12/2021 | PayPal | PYPL | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2021 | Western Union Co. | WU | Upgrade | Equal Weight (Underweight) |
23.37 (9.74) |
-58.32% | Details | |
| 2/9/2021 | CDK Global | CDK | Maintain | Overweight (N/A) |
|
Details | ||
| 1/29/2021 | Alliance Data Systems | ADS | Upgrade | Equal Weight (Underweight) |
67.58 (56.80) |
-15.95% | Details | |
| 1/26/2021 | Cardtronics Inc | CATM | Downgrade | Equal Weight (Overweight) |
40.86 (39.01) |
-4.53% | Details | |
| 12/21/2020 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 8/28/2020 | Cardlytics | CDLX | Maintain | Equal Weight (N/A) |
|
Details | ||
| 8/28/2020 | Cardlytics | CDLX | Downgrade | Equal Weight (Overweight) |
81.51 (0.78) |
-99.04% | Details | |
| 8/7/2020 | Q2 Holdings | QTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 8/5/2020 | CDK Global | CDK | Maintain | Overweight (N/A) |
|
Details | ||
| 8/3/2020 | WEX Inc. | WEX | Downgrade | Equal Weight (Overweight) |
160.03 (167.07) |
4.4% | Details | |
| 7/17/2020 | Q2 Holdings | QTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 7/15/2020 | CDK Global | CDK | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2020 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 5/7/2020 | Shopify | SHOP | Downgrade | Equal Weight (Overweight) |
686.11 (130.20) |
-81.02% | Details | |
| 4/8/2020 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2020 | Q2 Holdings | QTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2020 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2020 | CDK Global | CDK | Maintain | Overweight (N/A) |
|
Details | ||
| 4/8/2020 | Alliance Data Systems | ADS | Downgrade | Underweight (Equal Weight) |
35.57 (56.80) |
59.69% | Details | |
| 4/8/2020 | Jack Henry | JKHY | Downgrade | Equal Weight (Overweight) |
167.18 (171.83) |
2.78% | Details | |
| 4/8/2020 | Western Union Co. | WU | Downgrade | Underweight (Equal Weight) |
19.88 (9.74) |
-51.01% | Details | |
| 2/13/2020 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2020 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 1/9/2020 | CDK Global | CDK | Upgrade | Overweight (Equal Weight) |
54.85 (54.76) |
-0.16% | Details | |
| 11/6/2019 | Jack Henry | JKHY | Maintain | Overweight (N/A) |
|
Details | ||
| 9/18/2019 | NCR Corp. | NCR | New Coverage | Overweight (N/A) |
33.09 (27.08) |
-18.16% | Details | |
| 5/1/2019 | Shopify | SHOP | Maintain | Overweight (N/A) |
|
Details | ||
| 2/14/2019 | Q2 Holdings | QTWO | Maintain | Overweight (N/A) |
|
Details | ||
| 2/13/2019 | Global Payments | GPN | Maintain | Overweight (N/A) |
|
Details | ||
| 2/11/2019 | Mindbody | MB | Downgrade | Equal Weight (Overweight) |
36.51 (5.90) |
-83.84% | Details | |
| 2/7/2019 | Jack Henry | JKHY | Upgrade | Overweight (Equal Weight) |
135.79 (171.83) |
26.54% | Details | |
| 12/18/2018 | Shopify | SHOP | New Coverage | Overweight (N/A) |
140.17 (686.11) |
389.48% | Details | |
| 11/8/2018 | Worldplay Inc. | WP | Maintain | Overweight (N/A) |
|
Details | ||
| 11/8/2018 | CDK Global | CDK | Downgrade | Equal Weight (Overweight) |
57.30 (54.76) |
-4.43% | Details | |
| 11/6/2018 | Western Union Co. | WU | Downgrade | Equal Weight (Overweight) |
18.44 (9.74) |
-47.18% | Details | |
| 11/1/2018 | WEX Inc. | WEX | Upgrade | Overweight (Equal Weight) |
167.73 (167.07) |
-0.39% | Details | |
| 9/7/2018 | Mindbody | MB | New Coverage | Overweight (N/A) |
37.15 (36.51) |
-1.72% | Details |

