Triangle Securities Wealth Management Buys Truist Financial Corp, iShares Core S&P Mid-Cap, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Sells Lowe's Inc, Truist Financial Corp, iShares S&P SmallCap 600 Value

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Apr 06, 2020
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Raleigh, NC, based Investment company Triangle Securities Wealth Management (Current Portfolio) buys Truist Financial Corp, iShares Core S&P Mid-Cap, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Schwab U.S. Small-Cap, Broadridge Financial Solutions Inc, sells Lowe's Inc, Truist Financial Corp, iShares S&P SmallCap 600 Value, ViacomCBS Inc, Wells Fargo during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Triangle Securities Wealth Management. As of 2020Q1, Triangle Securities Wealth Management owns 150 stocks with a total value of $170 million. These are the details of the buys and sells.

For the details of Triangle Securities Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/triangle+securities+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of Triangle Securities Wealth Management
  1. Schwab U.S. Mid Cap (SCHM) - 173,198 shares, 4.29% of the total portfolio. Shares reduced by 9.74%
  2. Vanguard Information Tech (VGT) - 33,675 shares, 4.19% of the total portfolio. Shares reduced by 1.43%
  3. Microsoft Corp (MSFT) - 37,929 shares, 3.52% of the total portfolio. Shares reduced by 3.81%
  4. Lowe's Companies Inc (LOW) - 53,273 shares, 2.69% of the total portfolio. Shares reduced by 45.18%
  5. SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV) - 98,060 shares, 2.35% of the total portfolio. Shares added by 48.96%
New Purchase: Truist Financial Corp (TFC)

Triangle Securities Wealth Management initiated holding in Truist Financial Corp. The purchase prices were between $25.69 and $56.67, with an estimated average price of $47.68. The stock is now traded at around $29.61. The impact to a portfolio due to this purchase was 0.87%. The holding were 48,256 shares as of .

New Purchase: Broadridge Financial Solutions Inc (BR)

Triangle Securities Wealth Management initiated holding in Broadridge Financial Solutions Inc. The purchase prices were between $84.26 and $132.57, with an estimated average price of $114.63. The stock is now traded at around $97.52. The impact to a portfolio due to this purchase was 0.35%. The holding were 6,301 shares as of .

New Purchase: Cisco Systems Inc (CSCO)

Triangle Securities Wealth Management initiated holding in Cisco Systems Inc. The purchase prices were between $33.2 and $49.93, with an estimated average price of $44.06. The stock is now traded at around $40.74. The impact to a portfolio due to this purchase was 0.3%. The holding were 12,845 shares as of .

New Purchase: Advance Auto Parts Inc (AAP)

Triangle Securities Wealth Management initiated holding in Advance Auto Parts Inc. The purchase prices were between $75.03 and $160.16, with an estimated average price of $130.39. The stock is now traded at around $95.96. The impact to a portfolio due to this purchase was 0.23%. The holding were 4,245 shares as of .

New Purchase: ViacomCBS Inc (VIAC)

Triangle Securities Wealth Management initiated holding in ViacomCBS Inc. The purchase prices were between $11.28 and $42.13, with an estimated average price of $29.13. The stock is now traded at around $13.55. The impact to a portfolio due to this purchase was 0.17%. The holding were 20,714 shares as of .

New Purchase: Moody's Corporation (MCO)

Triangle Securities Wealth Management initiated holding in Moody's Corporation. The purchase prices were between $165.09 and $285.31, with an estimated average price of $243.72. The stock is now traded at around $222.61. The impact to a portfolio due to this purchase was 0.15%. The holding were 1,210 shares as of .

Added: iShares Core S&P Mid-Cap (IJH)

Triangle Securities Wealth Management added to a holding in iShares Core S&P Mid-Cap by 295.34%. The purchase prices were between $121.03 and $209.33, with an estimated average price of $184.86. The stock is now traded at around $142.77. The impact to a portfolio due to this purchase was 0.78%. The holding were 12,307 shares as of .

Added: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)

Triangle Securities Wealth Management added to a holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma by 48.96%. The purchase prices were between $35.74 and $66.24, with an estimated average price of $57.28. The stock is now traded at around $39.52. The impact to a portfolio due to this purchase was 0.77%. The holding were 98,060 shares as of .

Added: Schwab U.S. Small-Cap (SCHA)

Triangle Securities Wealth Management added to a holding in Schwab U.S. Small-Cap by 136.34%. The purchase prices were between $44.57 and $77.39, with an estimated average price of $68.72. The stock is now traded at around $50.46. The impact to a portfolio due to this purchase was 0.36%. The holding were 20,380 shares as of .

Added: United Parcel Service Inc (UPS)

Triangle Securities Wealth Management added to a holding in United Parcel Service Inc by 120.06%. The purchase prices were between $86.17 and $118.61, with an estimated average price of $104.08. The stock is now traded at around $93.96. The impact to a portfolio due to this purchase was 0.22%. The holding were 7,240 shares as of .

Added: Becton, Dickinson and Co (BDX)

Triangle Securities Wealth Management added to a holding in Becton, Dickinson and Co by 34.42%. The purchase prices were between $200.58 and $285.99, with an estimated average price of $253.86. The stock is now traded at around $234.96. The impact to a portfolio due to this purchase was 0.18%. The holding were 5,264 shares as of .

Added: Facebook Inc (FB)

Triangle Securities Wealth Management added to a holding in Facebook Inc by 160.91%. The purchase prices were between $146.01 and $223.23, with an estimated average price of $196.62. The stock is now traded at around $162.50. The impact to a portfolio due to this purchase was 0.18%. The holding were 2,917 shares as of .

Sold Out: Truist Financial Corp (BBK)

Triangle Securities Wealth Management sold out a holding in Truist Financial Corp. The sale prices were between $24.4 and $51, with an estimated average price of $43.6.

Sold Out: ViacomCBS Inc (0VVB)

Triangle Securities Wealth Management sold out a holding in ViacomCBS Inc. The sale prices were between $10.5 and $37.8, with an estimated average price of $27.06.

Sold Out: Simon Property Group Inc (SPG)

Triangle Securities Wealth Management sold out a holding in Simon Property Group Inc. The sale prices were between $44.92 and $149.11, with an estimated average price of $120.76.

Sold Out: Raytheon Co (RTN)

Triangle Securities Wealth Management sold out a holding in Raytheon Co. The sale prices were between $112.61 and $232.31, with an estimated average price of $199.29.

Sold Out: Vanguard FTSE Emerging Markets (VWO)

Triangle Securities Wealth Management sold out a holding in Vanguard FTSE Emerging Markets. The sale prices were between $30.46 and $45.91, with an estimated average price of $41.1.

Sold Out: PPG Industries Inc (PPG)

Triangle Securities Wealth Management sold out a holding in PPG Industries Inc. The sale prices were between $72.5 and $133.49, with an estimated average price of $111.86.



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