TRUE Private Wealth Advisors’s Ciena CIEN Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-1,150	Closed	-$60K	–	308
2020 Q4	$60K	Sell	1,150 -300	-21%	-$13.3K	0.01%	330
2020 Q3	$57K	Sell	1,450 -200	-12%	-$10.5K	0.01%	317
2020 Q2	$89K	Sell	1,650 -50	-3%	-$2.48K	0.02%	247
2020 Q1	$67K	Hold	1,700	–	–	0.01%	256
2019 Q4	$72K	Buy	+1,700	New	+$64.8K	0.01%	325

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

SCC

Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return

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

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

TRUE Private Wealth Advisors's CIEN Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Ciena (CIEN) in Q1 2021, closing a stake of 1,150 shares — an estimated $60K sold.

TRUE Private Wealth Advisors first reported a position in CIEN in Q4 2019 and held it in 5 quarters. The position peaked at $89K in Q2 2020. 459 funds tracked by Wall St. Rank hold CIEN as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Ciena position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 1,150 Ciena shares in Q1 2021, an estimated $60K.
TRUE Private Wealth Advisors first reported a position in Ciena in Q4 2019 and held it in 5 quarters.
TRUE Private Wealth Advisors's Ciena position peaked at $89K in Q2 2020.
459 funds tracked by Wall St. Rank held Ciena as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.