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B. Riley Wealth Advisors’s Ciena CIEN Stock Holding History

B. Riley Wealth Advisors’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
2024
Q2 		– Sell
-4,691
Closed -$222K – 1424
2024
Q1 		$222K Buy
+4,691
New +$247K 0.01% 1212
2023
Q4 		– Sell
-4,691
Closed -$222K – 1415
2023
Q3 		$222K Sell
4,691
-14,569
-76% -$642K 0.01% 1212
2023
Q2 		$818K Buy
19,260
+15,276
+383% +$696K 0.02% 635
2023
Q1 		$209K Buy
+3,984
New +$199K 0.01% 1272
2022
Q4 		– Sell
-6,454
Closed -$262K – 1507
2022
Q3 		$262K Sell
6,454
-694
-10% -$33.3K 0.01% 1086
2022
Q2 		$328K Sell
7,148
-17
-0.2% -$881 0.01% 835
2022
Q1 		$436K Buy
7,165
+306
+4% +$20K 0.01% 822
2021
Q4 		$528K Sell
6,859
-1,543
-18% -$95.2K 0.02% 780
2021
Q3 		$432K Hold
8,402
– – 0.01% 848
2021
Q2 		$478K Sell
8,402
-790
-9% -$43.5K 0.02% 788
2021
Q1 		$504K Buy
9,192
+1,352
+17% +$72.8K 0.02% 726
2020
Q4 		$415K Sell
7,840
-10,294
-57% -$457K 0.02% 601
2020
Q3 		$836K Sell
18,134
-1,911
-10% -$101K 0.04% 357
2020
Q2 		$1.09M Sell
20,045
-3,667
-15% -$182K 0.07% 266
2020
Q1 		$945K Buy
23,712
+478
+2% +$19.6K 0.08% 253
2019
Q4 		$992K Sell
23,234
-1,589
-6% -$60.5K 0.08% 246
2019
Q3 		$974K Buy
24,823
+5,749
+30% +$241K 0.1% 225
2019
Q2 		$785K Sell
19,074
-10,511
-36% -$404K 0.09% 245
2019
Q1 		$1.1M Buy
29,585
+6,478
+28% +$252K 0.14% 168
2018
Q4 		$784K Buy
23,107
+1,712
+8% +$54.3K 0.11% 197
2018
Q3 		$669K Buy
21,395
+1,200
+6% +$33.6K 0.08% 273
2018
Q2 		$536K Buy
+20,195
New +$513K 0.07% 307

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

B. Riley Wealth Advisors's CIEN Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Ciena (CIEN) in Q2 2024, closing a stake of 4,691 shares — an estimated $222K sold.

B. Riley Wealth Advisors first reported a position in CIEN in Q2 2018 and held it in 22 quarters. The position peaked at $1.1M in Q1 2019. 454 funds tracked by Wall St. Rank hold CIEN as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Ciena position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,691 Ciena shares in Q2 2024, an estimated $222K.
  • B. Riley Wealth Advisors first reported a position in Ciena in Q2 2018 and held it in 22 quarters.
  • B. Riley Wealth Advisors's Ciena position peaked at $1.1M in Q1 2019.
  • 454 funds tracked by Wall St. Rank held Ciena as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.