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WealthPLAN Partners’s Ciena CIEN Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-950
Closed -$40.4K – 445
2023
Q2 		$40.4K Hold
950
– – 0.01% 550
2023
Q1 		$49.9K Buy
+950
New +$47.4K 0.01% 559
2016
Q3 		$42.4K Sell
2,000
-2,000
-50% -$41.7K 0.01% 364
2016
Q2 		$37.5K Buy
+4,000
New +$72.4K ﹤0.01% 1056
2015
Q4 		$41.5K Buy
+6,000
New +$138K 0.01% 677

Other funds holding CIEN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthPLAN Partners's CIEN Position: Q3 2023 in Review

WealthPLAN Partners sold out of Ciena (CIEN) in Q3 2023, closing a stake of 950 shares — an estimated $40.4K sold.

WealthPLAN Partners first reported a position in CIEN in Q4 2015 and held it in 5 quarters. The position peaked at $49.9K in Q1 2023. 468 funds tracked by Wall St. Rank hold CIEN as of Q3 2023.

  • WealthPLAN Partners reported no remaining Ciena position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 950 Ciena shares in Q3 2023, an estimated $40.4K.
  • WealthPLAN Partners first reported a position in Ciena in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Ciena position peaked at $49.9K in Q1 2023.
  • 468 funds tracked by Wall St. Rank held Ciena as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.