West Oak Capital’s Ciena CIEN Stock Holding History

West Oak Capital’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
2022 Q4	–	Sell	-300	Closed	-$12K	–	291
2022 Q3	$12K	Hold	300	–	–	0.01%	225
2022 Q2	$14K	Hold	300	–	–	0.01%	221
2022 Q1	$18K	Hold	300	–	–	0.01%	224
2021 Q4	$23K	Hold	300	–	–	0.01%	221
2021 Q3	$15K	Sell	300 -350	-54%	-$19.4K	0.01%	258
2021 Q2	$37K	Sell	650 -100	-13%	-$5.51K	0.01%	202
2021 Q1	$41K	Hold	750	–	–	0.02%	189
2020 Q4	$40K	Hold	750	–	–	0.02%	187
2020 Q3	$30K	Hold	750	–	–	0.02%	181
2020 Q2	$41K	Buy	+750	New	+$37.3K	0.02%	175

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

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

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

CAM

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

West Oak Capital's CIEN Position: Q4 2022 in Review

West Oak Capital sold out of Ciena (CIEN) in Q4 2022, closing a stake of 300 shares — an estimated $12K sold.

West Oak Capital first reported a position in CIEN in Q2 2020 and held it in 10 quarters. The position peaked at $41K in Q1 2021. 462 funds tracked by Wall St. Rank hold CIEN as of Q4 2022.

West Oak Capital reported no remaining Ciena position as of Q4 2022 after selling out during the quarter.
West Oak Capital sold 300 Ciena shares in Q4 2022, an estimated $12K.
West Oak Capital first reported a position in Ciena in Q2 2020 and held it in 10 quarters.
West Oak Capital's Ciena position peaked at $41K in Q1 2021.
462 funds tracked by Wall St. Rank held Ciena as of Q4 2022.

Based on West Oak Capital's 13F filing for Q4 2022, filed 5 Jan 2023.