CWM
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Congress Wealth Management’s Ciena CIEN Stock Holding History

Congress 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
-220,323
Closed -$10.4M – 614
2023
Q3 		$10.4M Buy
220,323
+1,189
+0.5% +$52.4K 0.22% 137
2023
Q2 		$9.31M Sell
219,134
-182,981
-46% -$8.33M 0.22% 139
2023
Q1 		$21.1M Buy
402,115
+32,704
+9% +$1.63M 0.51% 40
2022
Q4 		$18.8M Sell
369,411
-11,108
-3% -$502K 0.48% 46
2022
Q3 		$15.4M Buy
380,519
+6,061
+2% +$291K 0.41% 53
2022
Q2 		$17.1M Buy
374,458
+8,023
+2% +$416K 0.44% 52
2022
Q1 		$22.2M Buy
366,435
+9,957
+3% +$652K 0.49% 45
2021
Q4 		$27.4M Buy
+356,478
New +$22M 0.55% 43

Other funds holding CIEN

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return