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 New York $5.7T AUM 30.48% 1-Year Est. Return

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

BNP Paribas Asset Management

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

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

Bank of America

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

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return