CIA
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Compass Ion Advisors’s Colliers International CIGI Stock Holding History

Compass Ion Advisors’s Portfolio CIGI Stock Details CIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$281K Hold
2,631
– – 0.03% 228
2025
Q4 		$387K Sell
2,631
-50
-2% -$7.51K 0.04% 199
2025
Q3 		$419K Hold
2,681
– – 0.04% 193
2025
Q2 		$351K Hold
2,681
– – 0.04% 198
2025
Q1 		$325K Hold
2,681
– – 0.04% 201
2024
Q4 		$365K Hold
2,681
– – 0.04% 190
2024
Q3 		$407K Hold
2,681
– – 0.05% 181
2024
Q2 		$328K Hold
2,681
– – 0.05% 183
2024
Q1 		$328K Hold
2,681
– – 0.05% 183
2023
Q4 		$339K Buy
2,681
+380
+17% +$39K 0.05% 171
2023
Q3 		$219K Buy
+2,301
New +$247K 0.04% 209

Other funds holding CIGI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return