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Moneta Group Investment Advisors’s Colliers International CIGI Stock Holding History

Moneta Group Investment 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 		– Sell
-1,975
Closed -$290K – 819
2025
Q4 		$290K Buy
1,975
+151
+8% +$22.7K ﹤0.01% 642
2025
Q3 		$285K Sell
1,824
-16
-0.9% -$2.46K ﹤0.01% 639
2025
Q2 		$240K Buy
1,840
+15
+0.8% +$1.83K ﹤0.01% 616
2025
Q1 		$221K Sell
1,825
-144
-7% -$18.9K ﹤0.01% 605
2024
Q4 		$268K Buy
1,969
+334
+20% +$49.3K ﹤0.01% 560
2024
Q3 		$248K Buy
+1,635
New +$223K ﹤0.01% 567
2022
Q3 		– Sell
-1,432
Closed -$202K – 441
2022
Q2 		$202K Sell
1,432
-286
-17% -$32.7K 0.01% 441
2022
Q1 		$224K Sell
1,718
-814
-32% -$113K 0.01% 404
2021
Q4 		$477K Sell
2,532
-678
-21% -$96.1K 0.02% 298
2021
Q3 		$410K Sell
3,210
-58
-2% -$7.36K 0.02% 312
2021
Q2 		$366K Hold
3,268
– – 0.02% 326
2021
Q1 		$321K Buy
+3,268
New +$320K 0.02% 317

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