LWM Advisory Services’s Ciena CIEN Stock Holding History

LWM Advisory Services’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	-284	Closed	-$13.4K	–	95
2023 Q3	$13.4K	Buy	+284	New	+$12.5K	0.01%	123

Other funds holding CIEN

BlackRock New York $5.72T AUM 30.48% 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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LWM Advisory Services's CIEN Position: Q4 2023 in Review

LWM Advisory Services sold out of Ciena (CIEN) in Q4 2023, closing a stake of 284 shares — an estimated $13.4K sold.

LWM Advisory Services first reported a position in CIEN in Q3 2023 and held it in 1 quarter. The position peaked at $13.4K in Q3 2023. 451 funds tracked by Wall St. Rank hold CIEN as of Q4 2023.

LWM Advisory Services reported no remaining Ciena position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 284 Ciena shares in Q4 2023, an estimated $13.4K.
LWM Advisory Services first reported a position in Ciena in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's Ciena position peaked at $13.4K in Q3 2023.
451 funds tracked by Wall St. Rank held Ciena as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.