Triangle Securities Wealth Management Closed Holding Positions

Triangle Securities Wealth Management

  • $348 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
UL
Unilever PLC

Consumer Defensive
Q2 2022 Filed on Jul 11, 2022
5,417
$43.05 - $48.33 $233K - $262K
VMC
Vulcan Materials CO

Basic Materials
Q2 2022 Filed on Jul 11, 2022
1,091
$141.45 - $185.43 $154K - $202K
CTSH
Cognizant Technology Solutions Corp

Technology
Q2 2022 Filed on Jul 11, 2022
2,625
$65.79 - $90.02 $173K - $236K
DAR
Darling Ingredients Inc.

Consumer Defensive
Q2 2022 Filed on Jul 11, 2022
3,151
$59.8 - $87.18 $188K - $275K
COF
Capital One Financial Corp

Financial Services
Q2 2022 Filed on Jul 11, 2022
2,144
$102.11 - $141.85 $219K - $304K
RJF
Raymond James Financial Inc

Financial Services
Q2 2022 Filed on Jul 11, 2022
1,820
$85.45 - $113.79 $156K - $207K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
4,929
$36.55 - $53.9 $180K - $266K
PPG
Ppg Industries Inc

Basic Materials
Q1 2022 Filed on Apr 13, 2022
1,269
$114.5 - $173.1 $145K - $220K
K
Kellogg CO

Consumer Defensive
Q1 2022 Filed on Apr 13, 2022
22,211
$59.85 - $67.53 $1.33M - $1.5M
XLF
Financial Sector Spdr

ETFs
Q1 2022 Filed on Apr 13, 2022
5,710
N/A
ACN
Accenture PLC

Technology
Q1 2022 Filed on Apr 13, 2022
648
$301.62 - $407.21 $195K - $264K
T
At&T Inc.

Communication Services
Q4 2021 Filed on Jan 14, 2022
9,394
$16.74 - $20.66 $157K - $194K
SABR
Sabre Corp

Consumer Cyclical
Q4 2021 Filed on Jan 14, 2022
36,560
$7.31 - $12.56 $267K - $459K
DELL
Dell Technologies Inc.

Technology
Q4 2021 Filed on Jan 14, 2022
1,983
$52.55 - $58.91 $104K - $117K
KHC
Kraft Heinz CO

Consumer Defensive
Q4 2021 Filed on Jan 14, 2022
13,065
$32.88 - $37.84 $430K - $494K
Cerner Corp
Q3 2021 Filed on Oct 14, 2021
6,438
N/A
General Electric CO
Q3 2021 Filed on Oct 14, 2021
20,899
N/A
BR
Broadridge Financial Solutions, Inc.

Technology
Q2 2021 Filed on Jul 12, 2021
6,937
$154.37 - $165.63 $1.07M - $1.15M
MSTR
Microstrategy Inc

Technology
Q1 2021 Filed on Apr 12, 2021
1,170
$425.22 - $1272.94 $498K - $1.49M
ENTG
Entegris Inc

Technology
Q1 2021 Filed on Apr 12, 2021
2,192
$93.99 - $113.56 $206K - $249K
Tiffany & CO New
Q1 2021 Filed on Apr 12, 2021
2,567
N/A
CLX
Clorox CO

Consumer Defensive
Q1 2021 Filed on Apr 12, 2021
1,000
$178.17 - $222.18 $178K - $222K
ET
Energy Transfer LP

Energy
Q4 2020 Filed on Jan 11, 2021
10,170
$5.11 - $7.01 $52K - $71.3K
DEO
Diageo PLC

Consumer Defensive
Q4 2020 Filed on Jan 11, 2021
3,530
$130.18 - $163.22 $460K - $576K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Jan 11, 2021
785
$222.0 - $317.14 $174K - $249K
PII
Polaris Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 09, 2020
2,305
$87.87 - $107.62 $203K - $248K
National Oilwell Varco Inc
Q3 2020 Filed on Oct 09, 2020
14,805
N/A
United Technologies Corp
Q2 2020 Filed on Jul 08, 2020
24,783
N/A
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2020 Filed on Jul 08, 2020
11,255
$12.72 - $13.9 $143K - $156K
PPL
Ppl Corp

Utilities
Q2 2020 Filed on Jul 08, 2020
10,046
$21.77 - $30.65 $219K - $308K
AEP
American Electric Power CO Inc

Utilities
Q2 2020 Filed on Jul 08, 2020
2,775
$72.5 - $87.91 $201K - $244K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on Apr 06, 2020
4,865
$20.14 - $55.75 $98K - $271K
Raytheon CO
Q1 2020 Filed on Apr 06, 2020
1,841
N/A
SPG
Simon Property Group Inc

Real Estate
Q1 2020 Filed on Apr 06, 2020
3,724
$44.92 - $149.11 $167K - $555K
FITB
Fifth Third Bancorp

Financial Services
Q1 2020 Filed on Apr 06, 2020
7,085
$11.67 - $31.02 $82.7K - $220K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2020 Filed on Apr 06, 2020
3,317
$54.87 - $75.75 $182K - $251K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q1 2020 Filed on Apr 06, 2020
3,892
N/A
ABBV
Abb Vie Inc.

Healthcare
Q1 2020 Filed on Apr 06, 2020
2,267
$64.5 - $97.79 $146K - $222K
Cbs Corp New
Q4 2019 Filed on Jan 09, 2020
13,233
N/A
Bb&T Corp
Q4 2019 Filed on Jan 09, 2020
44,720
N/A
Celgene Corp
Q4 2019 Filed on Jan 09, 2020
2,808
N/A
Harris Corp Del
Q3 2019 Filed on Oct 15, 2019
5,427
N/A
Vaneck Vectors ETF Tr
Q3 2019 Filed on Oct 15, 2019
13,690
N/A
EQAL
Invesco ETF

ETFs
Q3 2019 Filed on Oct 15, 2019
13,702
$30.69 - $33.15 $421K - $454K
Anadarko Pete Corp
Q3 2019 Filed on Oct 15, 2019
7,093
N/A
MBB
Ishares Tr

ETFs
Q3 2019 Filed on Oct 15, 2019
2,197
$107.22 - $108.5 $236K - $238K
Dowdupont Inc
Q2 2019 Filed on Jul 10, 2019
40,521
N/A
EPD
Enterprise Products Partners L.P.

Energy
Q2 2019 Filed on Jul 10, 2019
7,493
$27.85 - $29.6 $209K - $222K
L3 Technologies Inc
Q2 2019 Filed on Jul 10, 2019
4,339
N/A
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