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Valley Wealth Managers’s Ciena CIEN Stock Holding History

Valley Wealth Managers’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
Q2 		– Sell
-9,980
Closed -$546K – 201
2021
Q1 		$546K Sell
9,980
-295,020
-97% -$15.9M 0.05% 122
2020
Q4 		$16.1M Sell
305,000
-84,550
-22% -$3.76M 1.58% 32
2020
Q3 		$15.5M Buy
+389,550
New +$20.5M 1.7% 25

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
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
State Street
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Valley Wealth Managers's CIEN Position: Q2 2021 in Review

Valley Wealth Managers sold out of Ciena (CIEN) in Q2 2021, closing a stake of 9,980 shares — an estimated $546K sold.

Valley Wealth Managers first reported a position in CIEN in Q3 2020 and held it in 3 quarters. The position peaked at $16.1M in Q4 2020. 467 funds tracked by Wall St. Rank hold CIEN as of Q2 2021.

  • Valley Wealth Managers reported no remaining Ciena position as of Q2 2021 after selling out during the quarter.
  • Valley Wealth Managers sold 9,980 Ciena shares in Q2 2021, an estimated $546K.
  • Valley Wealth Managers first reported a position in Ciena in Q3 2020 and held it in 3 quarters.
  • Valley Wealth Managers's Ciena position peaked at $16.1M in Q4 2020.
  • 467 funds tracked by Wall St. Rank held Ciena as of Q2 2021.

Based on Valley Wealth Managers's 13F filing for Q2 2021, filed 3 Aug 2021.