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Avantax Advisory Services’s Ciena CIEN Stock Holding History

Avantax Advisory Services’s Portfolio CIEN Stock Details CIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$354K Buy
+4,353
New +$312K ﹤0.01% 1794
2019
Q2 		– Sell
-19,909
Closed -$743K – 521
2019
Q1 		$743K Buy
+19,909
New +$773K 0.04% 223

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Avantax Advisory Services's CIEN Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Ciena (CIEN) in Q2 2025: 4,353 shares worth $354K. The stake represents ﹤0.01% of the portfolio and ranks #1794 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in CIEN as recently as Q1 2019.

Avantax Advisory Services first reported a position in CIEN in Q1 2019 and has held it in 2 quarters since. The position peaked at $743K in Q1 2019. 563 funds tracked by Wall St. Rank hold CIEN as of Q2 2025.

  • Avantax Advisory Services held 4,353 shares of Ciena worth $354K as of Q2 2025.
  • Ciena was a new Avantax Advisory Services position in Q2 2025.
  • Ciena made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1794 holding.
  • Avantax Advisory Services first reported a position in Ciena in Q1 2019 and has held it in 2 quarters since.
  • Avantax Advisory Services's Ciena position peaked at $743K in Q1 2019.
  • 563 funds tracked by Wall St. Rank held Ciena as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.