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Next Financial Group’s Ciena CIEN Stock Holding History

Next Financial Group’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
2021
Q4 		$934K Sell
12,134
-1,303
-10% -$80.4K 0.06% 334
2021
Q3 		$690K Buy
13,437
+136
+1% +$7.55K 0.05% 363
2021
Q2 		$757K Buy
13,301
+208
+2% +$11.5K 0.06% 334
2021
Q1 		$717K Sell
13,093
-21
-0.2% -$1.13K 0.06% 313
2020
Q4 		$693K Buy
13,114
+816
+7% +$36.3K 0.07% 289
2020
Q3 		$488K Buy
12,298
+1,830
+17% +$96.3K 0.05% 337
2020
Q2 		$567K Buy
10,468
+3,130
+43% +$156K 0.07% 270
2020
Q1 		$292K Buy
7,338
+6,638
+948% +$272K 0.04% 425
2019
Q4 		$30K Sell
700
-359
-34% -$13.7K ﹤0.01% 1379
2019
Q3 		$42K Sell
1,059
-2,173
-67% -$91.1K ﹤0.01% 1192
2019
Q2 		$133K Buy
3,232
+2,832
+708% +$109K 0.01% 811
2019
Q1 		$15K Sell
400
-600
-60% -$23.3K ﹤0.01% 1020
2018
Q4 		$34K Buy
+1,000
New +$31.7K 0.01% 918
2017
Q4 		– Sell
-453
Closed -$10K – 443
2017
Q3 		$10K Hold
453
– – ﹤0.01% 1200
2017
Q2 		$11K Hold
453
– – ﹤0.01% 1277
2017
Q1 		$10K Hold
453
– – ﹤0.01% 1265
2016
Q4 		$11K Hold
453
– – ﹤0.01% 1595
2016
Q3 		$10K Hold
453
– – ﹤0.01% 1642
2016
Q2 		$8K Hold
453
– – ﹤0.01% 1264
2016
Q1 		$8K Hold
453
– – ﹤0.01% 1229
2015
Q4 		$9K Sell
453
-142
-24% -$3.26K ﹤0.01% 1195
2015
Q3 		$12K Buy
595
+142
+31% +$3.3K ﹤0.01% 1135
2015
Q2 		$10K Hold
453
– – ﹤0.01% 1250
2015
Q1 		$8K Hold
453
– – ﹤0.01% 1324
2014
Q4 		$9K Sell
453
-426
-48% -$7.11K ﹤0.01% 1275
2014
Q3 		$15K Hold
879
– – ﹤0.01% 1562
2014
Q2 		$17K Buy
+879
New +$18.1K 0.01% 642

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Next Financial Group's CIEN Position: Q4 2021 in Review

Next Financial Group reduced its Ciena (CIEN) stake by 9.7% in Q4 2021, selling an estimated $80.4K and leaving 12,134 shares worth $934K. The position accounts for 0.06% of the portfolio, ranked #334.

Next Financial Group first reported a position in CIEN in Q2 2014 and has held it in 27 quarters since. 523 funds tracked by Wall St. Rank hold CIEN as of Q4 2021.

  • Next Financial Group held 12,134 shares of Ciena worth $934K as of Q4 2021.
  • Next Financial Group sold 1,303 Ciena shares in Q4 2021, an estimated $80.4K.
  • Ciena made up 0.06% of Next Financial Group's portfolio in Q4 2021, its #334 holding.
  • Next Financial Group first reported a position in Ciena in Q2 2014 and has held it in 27 quarters since.
  • 523 funds tracked by Wall St. Rank held Ciena as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.