CWM
CIEN icon

Castle Wealth Management’s Ciena CIEN Stock Holding History

Castle 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
2022
Q4 		– Sell
-150
Closed -$6K – 195
2022
Q3 		$6K Hold
150
– – ﹤0.01% 474
2022
Q2 		$7K Buy
+150
New +$7.78K ﹤0.01% 445

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Castle Wealth Management's CIEN Position: Q4 2022 in Review

Castle Wealth Management sold out of Ciena (CIEN) in Q4 2022, closing a stake of 150 shares — an estimated $6K sold.

Castle Wealth Management first reported a position in CIEN in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 462 funds tracked by Wall St. Rank hold CIEN as of Q4 2022.

  • Castle Wealth Management reported no remaining Ciena position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 150 Ciena shares in Q4 2022, an estimated $6K.
  • Castle Wealth Management first reported a position in Ciena in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Ciena position peaked at $7K in Q2 2022.
  • 462 funds tracked by Wall St. Rank held Ciena as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.