BerganKDV Wealth Management’s Ciena CIEN Stock Holding History

BerganKDV 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 Q2	$31.9K	Buy	+750	New	+$34.2K	﹤0.01%	433
2021 Q1	–	Sell	-2,724	Closed	-$144K	–	937
2020 Q4	$144K	Hold	2,724	–	–	0.02%	246
2020 Q3	$108K	Hold	2,724	–	–	0.02%	258
2020 Q2	$148K	Sell	2,724 -1,276	-32%	-$63.4K	0.03%	241
2020 Q1	$159K	Hold	4,000	–	–	0.03%	222
2019 Q4	$171K	Hold	4,000	–	–	0.03%	234
2019 Q3	$157K	Hold	4,000	–	–	0.03%	220
2019 Q2	$165K	Hold	4,000	–	–	0.03%	223
2019 Q1	$149K	Buy	+4,000	New	+$155K	0.03%	231

Other funds holding CIEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BerganKDV Wealth Management's CIEN Position: Q2 2023 in Review

BerganKDV Wealth Management opened a new position in Ciena (CIEN) in Q2 2023: 750 shares worth $31.9K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: BerganKDV Wealth Management previously reported a position in CIEN as recently as Q4 2020.

BerganKDV Wealth Management first reported a position in CIEN in Q1 2019 and has held it in 9 quarters since. The position peaked at $171K in Q4 2019. 470 funds tracked by Wall St. Rank hold CIEN as of Q2 2023.

BerganKDV Wealth Management held 750 shares of Ciena worth $31.9K as of Q2 2023.
Ciena was a new BerganKDV Wealth Management position in Q2 2023.
Ciena made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #433 holding.
BerganKDV Wealth Management first reported a position in Ciena in Q1 2019 and has held it in 9 quarters since.
BerganKDV Wealth Management's Ciena position peaked at $171K in Q4 2019.
470 funds tracked by Wall St. Rank held Ciena as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.