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 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 $2.3T AUM 54.33% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Congress Wealth Management's CIEN Position: Q4 2023 in Review

Congress Wealth Management sold out of Ciena (CIEN) in Q4 2023, closing a stake of 220,323 shares — an estimated $10.4M sold.

Congress Wealth Management first reported a position in CIEN in Q4 2021 and held it in 8 quarters. The position peaked at $27.4M in Q4 2021. 451 funds tracked by Wall St. Rank hold CIEN as of Q4 2023.

Congress Wealth Management reported no remaining Ciena position as of Q4 2023 after selling out during the quarter.
Congress Wealth Management sold 220,323 Ciena shares in Q4 2023, an estimated $10.4M.
Congress Wealth Management first reported a position in Ciena in Q4 2021 and held it in 8 quarters.
Congress Wealth Management's Ciena position peaked at $27.4M in Q4 2021.
451 funds tracked by Wall St. Rank held Ciena as of Q4 2023.

Based on Congress Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.