Colony Family Offices, LLC Purchases and Sells in Q1 2024

Colony Family Offices, LLC

$265 Million
Q1 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	11.2K + 1.19%	$50.79 - $56.98 $569K - $638K	952K $54.2M
IEFA	1.6K + 0.28%	$68.14 - $74.43 $109K - $119K	565K $41.9M
DFAE	45.2K + 9.53%	$22.74 - $24.88 $1.03M - $1.13M	520K $12.9M
VTEB	21.5K + 11.35%	$50.36 - $51.06 $1.08M - $1.1M	211K $10.7M
VGSH	17.4K + 14.48%	$57.88 - $58.54 $1.01M - $1.02M	137K $7.97M
DFAI	29K + 66.1%	$27.74 - $30.27 $804K - $877K	72.8K $2.2M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RTX	2.98K New	$85.02 - $97.53 $253K - $291K	2.98K $290K
MSFT	668 New	$367.75 - $429.37 $246K - $287K	668 $281K
DIS	2.05K New	$89.29 - $122.36 $183K - $250K	2.05K $250K
BRK-B	534 New	$359.29 - $420.52 $192K - $225K	534 $224K
UL	4.38K New	$46.99 - $51.22 $206K - $224K	4.38K $219K
DJP	6.44K New	$29.41 - $31.2 $189K - $201K	6.44K $200K

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.64K - 8.66%	$169.0 - $195.18 $277K - $320K	17.3K $2.97M
VV	-89 - 30.07%	$214.62 - $240.49 $19.1K - $21.4K	207 $49K
VUSB	-12.3K - 1.42%	N/A	854K $0
FQAL	-37 - 0.99%	$53.28 - $58.94 $1.97K - $2.18K	3.68K $217K
AMZN	-1.89K - 14.19%	$144.57 - $180.38 $273K - $341K	11.4K $2.06M
VWO	-4.41K - 1.0%	$39.04 - $42.23 $172K - $186K	439K $18.3M

Activity Summary All Purchases 32 New Holdings 8 Increased Positions 24 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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