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Baker Tilly Wealth Management’s Ciena CIEN Stock Holding History

Baker Tilly Wealth Management’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
2023
Q4 		– Sell
-7,250
Closed -$343K – 470
2023
Q3 		$343K Sell
7,250
-1,002
-12% -$44.2K 0.06% 341
2023
Q2 		$351K Buy
8,252
+248
+3% +$11.3K 0.04% 429
2023
Q1 		$420K Sell
8,004
-78
-1% -$3.89K 0.05% 378
2022
Q4 		$412K Sell
8,082
-73
-0.9% -$3.3K 0.05% 374
2022
Q3 		$330K Sell
8,155
-122
-1% -$5.86K 0.05% 395
2022
Q2 		$378K Sell
8,277
-287
-3% -$14.9K 0.05% 372
2022
Q1 		$519K Sell
8,564
-1,470
-15% -$96.2K 0.06% 337
2021
Q4 		$772K Buy
10,034
+2,313
+30% +$143K 0.08% 267
2021
Q3 		$396K Buy
7,721
+1,399
+22% +$77.7K 0.05% 367
2021
Q2 		$360K Buy
6,322
+1,334
+27% +$73.5K 0.06% 356
2021
Q1 		$273K Buy
4,988
+1,092
+28% +$58.8K 0.06% 381
2020
Q4 		$206K Buy
+3,896
New +$173K 0.06% 320

Other funds holding CIEN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Baker Tilly Wealth Management's CIEN Position: Q4 2023 in Review

Baker Tilly Wealth Management sold out of Ciena (CIEN) in Q4 2023, closing a stake of 7,250 shares — an estimated $343K sold.

Baker Tilly Wealth Management first reported a position in CIEN in Q4 2020 and held it in 12 quarters. The position peaked at $772K in Q4 2021. 451 funds tracked by Wall St. Rank hold CIEN as of Q4 2023.

  • Baker Tilly Wealth Management reported no remaining Ciena position as of Q4 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 7,250 Ciena shares in Q4 2023, an estimated $343K.
  • Baker Tilly Wealth Management first reported a position in Ciena in Q4 2020 and held it in 12 quarters.
  • Baker Tilly Wealth Management's Ciena position peaked at $772K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Ciena as of Q4 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.