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Carolinas Wealth Consulting’s Ciena CIEN Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-1,750
Closed -$106K – 161
2025
Q1 		$106K Buy
1,750
+500
+40% +$39.5K 0.02% 235
2024
Q4 		$106K Buy
+1,250
New +$89.7K 0.02% 243

Other funds holding CIEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Carolinas Wealth Consulting's CIEN Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Ciena (CIEN) in Q2 2025, closing a stake of 1,750 shares — an estimated $106K sold.

Carolinas Wealth Consulting first reported a position in CIEN in Q4 2024 and held it in 2 quarters. The position peaked at $106K in Q4 2024. 563 funds tracked by Wall St. Rank hold CIEN as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Ciena position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,750 Ciena shares in Q2 2025, an estimated $106K.
  • Carolinas Wealth Consulting first reported a position in Ciena in Q4 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Ciena position peaked at $106K in Q4 2024.
  • 563 funds tracked by Wall St. Rank held Ciena as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.