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Cornerstone Wealth Management’s Ciena CIEN Stock Holding History

Cornerstone 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
-5,689
Closed -$269K – 527
2023
Q3 		$269K Buy
+5,689
New +$251K 0.03% 441
2022
Q1 		– Sell
-3,784
Closed -$286K – 474
2021
Q4 		$286K Buy
+3,784
New +$233K 0.03% 401

Other funds holding CIEN

BlackRock
BlackRock New York $5.72T 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

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

Cornerstone Wealth Management sold out of Ciena (CIEN) in Q4 2023, closing a stake of 5,689 shares — an estimated $269K sold.

Cornerstone Wealth Management first reported a position in CIEN in Q4 2021 and held it in 2 quarters. The position peaked at $286K in Q4 2021. 451 funds tracked by Wall St. Rank hold CIEN as of Q4 2023.

  • Cornerstone Wealth Management reported no remaining Ciena position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 5,689 Ciena shares in Q4 2023, an estimated $269K.
  • Cornerstone Wealth Management first reported a position in Ciena in Q4 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's Ciena position peaked at $286K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Ciena as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.