YorkBridge Wealth Partners’s Ciena CIEN Stock Holding History

YorkBridge Wealth 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
2022 Q4	$310K	Sell	6,073 -236	-4%	-$10.7K	0.08%	183
2022 Q3	$255K	Buy	6,309 +437	+7%	+$21K	0.07%	228
2022 Q2	$268K	Buy	5,872 +90	+2%	+$4.67K	0.07%	215
2022 Q1	$351K	Sell	5,782 -901	-13%	-$59K	0.08%	202
2021 Q4	$514K	Sell	6,683 -360	-5%	-$22.2K	0.12%	134
2021 Q3	$362K	Buy	7,043 +383	+6%	+$21.3K	0.09%	188
2021 Q2	$379K	Buy	6,660 +64	+1%	+$3.53K	0.1%	158
2021 Q1	$361K	Buy	6,596 +2,078	+46%	+$112K	0.11%	158
2020 Q4	$239K	Buy	+4,518	New	+$201K	0.08%	175
2017 Q4	–	Sell	-746	Closed	-$16K	–	871
2017 Q3	$16K	Hold	746	–	–	0.01%	570
2017 Q2	$19K	Hold	746	–	–	0.01%	519
2017 Q1	$17K	Buy	746 +309	+71%	+$7.58K	0.01%	539
2016 Q4	$10K	Buy	+437	New	+$9.55K	0.01%	581

Other funds holding CIEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

CAM

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

YorkBridge Wealth Partners's CIEN Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Ciena (CIEN) stake by 3.7% in Q4 2022, selling an estimated $10.7K and leaving 6,073 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #183.

YorkBridge Wealth Partners first reported a position in CIEN in Q4 2016 and has held it in 13 quarters since. The position peaked at $514K in Q4 2021. 463 funds tracked by Wall St. Rank hold CIEN as of Q4 2022.

YorkBridge Wealth Partners held 6,073 shares of Ciena worth $310K as of Q4 2022.
YorkBridge Wealth Partners sold 236 Ciena shares in Q4 2022, an estimated $10.7K.
Ciena made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #183 holding.
YorkBridge Wealth Partners first reported a position in Ciena in Q4 2016 and has held it in 13 quarters since.
YorkBridge Wealth Partners's Ciena position peaked at $514K in Q4 2021.
463 funds tracked by Wall St. Rank held Ciena as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.