Carroll Financial Associates’s Ciena CIEN Stock Holding History

Carroll Financial Associates’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
2021 Q4	$37K	Sell	489 -29	-6%	-$1.79K	﹤0.01%	800
2021 Q3	$26K	Sell	518 -3,067	-86%	-$170K	﹤0.01%	923
2021 Q2	$203K	Buy	3,585 +3,096	+633%	+$171K	0.01%	404
2021 Q1	$26K	Buy	489 +450	+1,154%	+$24.2K	﹤0.01%	938
2020 Q4	$2K	Sell	39 -408	-91%	-$18.1K	﹤0.01%	1373
2020 Q3	$17K	Hold	447	–	–	﹤0.01%	904
2020 Q2	$24K	Buy	+447	New	+$22.2K	﹤0.01%	815

Other funds holding CIEN

BlackRock New York $6.73T AUM 46.02% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Carroll Financial Associates's CIEN Position: Q4 2021 in Review

Carroll Financial Associates reduced its Ciena (CIEN) stake by 5.6% in Q4 2021, selling an estimated $1.79K and leaving 489 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Carroll Financial Associates first reported a position in CIEN in Q2 2020 and has held it in 7 quarters since. The position peaked at $203K in Q2 2021. 523 funds tracked by Wall St. Rank hold CIEN as of Q4 2021.

Carroll Financial Associates held 489 shares of Ciena worth $37K as of Q4 2021.
Carroll Financial Associates sold 29 Ciena shares in Q4 2021, an estimated $1.79K.
Ciena made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #800 holding.
Carroll Financial Associates first reported a position in Ciena in Q2 2020 and has held it in 7 quarters since.
Carroll Financial Associates's Ciena position peaked at $203K in Q2 2021.
523 funds tracked by Wall St. Rank held Ciena as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.