TCI Wealth Advisors’s Ciena CIEN Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-8	Closed	-$421	–	583
2023 Q1	$421	Hold	8	–	–	﹤0.01%	2250
2022 Q4	$408	Buy	8 +1	+14%	+$45	﹤0.01%	2248
2022 Q3	$0	Buy	+7	New	+$336	﹤0.01%	2285
2022 Q2	–	Sell	-37	Closed	-$2K	–	2302
2022 Q1	$2K	Hold	37	–	–	﹤0.01%	1960
2021 Q4	$3K	Hold	37	–	–	﹤0.01%	1986
2021 Q3	$2K	Hold	37	–	–	﹤0.01%	2099
2021 Q2	$2K	Hold	37	–	–	﹤0.01%	1968
2021 Q1	$2K	Buy	+37	New	+$1.99K	﹤0.01%	1696
2020 Q1	–	Sell	-102	Closed	-$4K	–	1511
2019 Q4	$4K	Buy	+102	New	+$3.89K	﹤0.01%	901
2019 Q2	–	Sell	-100	Closed	-$4K	–	1433
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	831
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	881
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	904
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	919
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	835
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	998
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	936
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	860
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	915
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	991
2016 Q3	$2K	Buy	+100	New	+$2.08K	﹤0.01%	949

Other funds holding CIEN

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TCI Wealth Advisors's CIEN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Ciena (CIEN) in Q2 2023, closing a stake of 8 shares — an estimated $421 sold.

TCI Wealth Advisors first reported a position in CIEN in Q3 2016 and held it in 20 quarters. The position peaked at $4K in Q4 2019. 470 funds tracked by Wall St. Rank hold CIEN as of Q2 2023.

TCI Wealth Advisors reported no remaining Ciena position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 8 Ciena shares in Q2 2023, an estimated $421.
TCI Wealth Advisors first reported a position in Ciena in Q3 2016 and held it in 20 quarters.
TCI Wealth Advisors's Ciena position peaked at $4K in Q4 2019.
470 funds tracked by Wall St. Rank held Ciena as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.