Planned Solutions’s Ciena CIEN Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-28	Closed	-$1.73K	–	199
2024 Q3	$1.73K	Buy	+28	New	+$1.48K	﹤0.01%	559

Other funds holding CIEN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Planned Solutions's CIEN Position: Q4 2024 in Review

Planned Solutions sold out of Ciena (CIEN) in Q4 2024, closing a stake of 28 shares — an estimated $1.73K sold.

Planned Solutions first reported a position in CIEN in Q3 2024 and held it in 1 quarter. The position peaked at $1.73K in Q3 2024. 534 funds tracked by Wall St. Rank hold CIEN as of Q4 2024.

Planned Solutions reported no remaining Ciena position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 28 Ciena shares in Q4 2024, an estimated $1.73K.
Planned Solutions first reported a position in Ciena in Q3 2024 and held it in 1 quarter.
Planned Solutions's Ciena position peaked at $1.73K in Q3 2024.
534 funds tracked by Wall St. Rank held Ciena as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.