True Wealth Design’s Colliers International CIGI Stock Holding History

True Wealth Design’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	Closed	-$148	–	2724
2025 Q4	$148	Sell	1 -1	-50%	-$150	﹤0.01%	2277
2025 Q3	$313	Sell	2 -1	-33%	-$154	﹤0.01%	2168
2025 Q2	$392	Hold	3	–	–	﹤0.01%	1836
2025 Q1	$364	Buy	3 +1	+50%	+$131	﹤0.01%	1683
2024 Q4	$272	Hold	2	–	–	﹤0.01%	1179
2024 Q3	$304	Hold	2	–	–	﹤0.01%	1158
2024 Q2	$224	Buy	2 +1	+100%	+$111	﹤0.01%	740
2024 Q1	$123	Hold	1	–	–	﹤0.01%	763
2023 Q4	$127	Buy	+1	New	+$103	﹤0.01%	728

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

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

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

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

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