NewSquare Capital’s Ciena CIEN Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-94	Closed	-$7.64K	–	379
2025 Q2	$7.64K	Buy	94 +40	+74%	+$2.87K	﹤0.01%	715
2025 Q1	$3.26K	Buy	54 +51	+1,700%	+$4.03K	﹤0.01%	766
2024 Q4	$254	Buy	+3	New	+$215	﹤0.01%	846
2024 Q2	–	Sell	-46	Closed	-$2.27K	–	374
2024 Q1	$2.27K	Hold	46	–	–	﹤0.01%	341
2023 Q4	$2.07K	Hold	46	–	–	﹤0.01%	384
2023 Q3	$2.17K	Hold	46	–	–	﹤0.01%	450
2023 Q2	$1.96K	Sell	46 -77	-63%	-$3.51K	﹤0.01%	525
2023 Q1	$6.46K	Buy	+123	New	+$6.14K	﹤0.01%	412
2016 Q4	–	Sell	-126	Closed	-$3K	–	345
2016 Q3	$3K	Buy	+126	New	+$2.63K	﹤0.01%	380

Other funds holding CIEN

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BNP Paribas Asset Management

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

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return