EWA
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EverSource Wealth Advisors’s Colliers International CIGI Stock Holding History

EverSource Wealth 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 		$33.5K Buy
313
+98
+46% +$12.2K ﹤0.01% 2182
2025
Q4 		$31.6K Sell
215
-96
-31% -$14.4K ﹤0.01% 2069
2025
Q3 		$48.6K Buy
311
+8
+3% +$1.23K ﹤0.01% 1735
2025
Q2 		$39.6K Buy
303
+63
+26% +$7.67K ﹤0.01% 1775
2025
Q1 		$29.1K Buy
240
+16
+7% +$2.1K ﹤0.01% 1497
2024
Q4 		$30.5K Sell
224
-1
-0.4% -$148 ﹤0.01% 1406
2024
Q3 		$34.2K Sell
225
-105
-32% -$14.3K ﹤0.01% 1233
2024
Q2 		$44.4K Sell
330
-1
-0.3% -$111 ﹤0.01% 1147
2024
Q1 		$34.4K Buy
331
+43
+15% +$5.1K ﹤0.01% 1130
2023
Q4 		$36.4K Sell
288
-259
-47% -$26.6K ﹤0.01% 1020
2023
Q3 		$52.1K Buy
547
+28
+5% +$3.01K 0.01% 788
2023
Q2 		$51K Buy
+519
New +$50.5K 0.01% 828

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