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WR Wealth Planners’s Ciena CIEN Stock Holding History

WR Wealth Planners’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
Q4 		– Sell
-8,272
Closed -$391K – 296
2023
Q3 		$391K Buy
8,272
+384
+5% +$16.9K 0.15% 111
2023
Q2 		$335K Buy
7,888
+311
+4% +$14.2K 0.13% 123
2023
Q1 		$398K Buy
7,577
+1,768
+30% +$88.3K 0.17% 98
2022
Q4 		$296K Sell
5,809
-2,379
-29% -$108K 0.18% 86
2022
Q3 		$331K Buy
8,188
+587
+8% +$28.2K 0.23% 72
2022
Q2 		$347K Buy
7,601
+1,918
+34% +$99.4K 0.23% 70
2022
Q1 		$345K Buy
+5,683
New +$372K 0.21% 84

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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

WR Wealth Planners's CIEN Position: Q4 2023 in Review

WR Wealth Planners sold out of Ciena (CIEN) in Q4 2023, closing a stake of 8,272 shares — an estimated $391K sold.

WR Wealth Planners first reported a position in CIEN in Q1 2022 and held it in 7 quarters. The position peaked at $398K in Q1 2023. 451 funds tracked by Wall St. Rank hold CIEN as of Q4 2023.

  • WR Wealth Planners reported no remaining Ciena position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 8,272 Ciena shares in Q4 2023, an estimated $391K.
  • WR Wealth Planners first reported a position in Ciena in Q1 2022 and held it in 7 quarters.
  • WR Wealth Planners's Ciena position peaked at $398K in Q1 2023.
  • 451 funds tracked by Wall St. Rank held Ciena as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.