Colony Family Offices, LLC Closed Holding Positions

Colony Family Offices, LLC

  • $296 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
Q2 2022 Filed on Aug 02, 2022
16,290
$24.51 - $28.87 $399K - $470K
IHF
Ishares Tr

ETFs
Q2 2022 Filed on Aug 02, 2022
415
$239.35 - $295.88 $99.3K - $123K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q2 2022 Filed on Aug 02, 2022
9,856
N/A
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
Q2 2022 Filed on Aug 02, 2022
235,560
$54.29 - $67.38 $12.8M - $15.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2022 Filed on Apr 28, 2022
63,815
$30.07 - $30.94 $1.92M - $1.97M
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Oct 21, 2021
2,245
$73.87 - $92.86 $166K - $208K
CRWD
Crowd Strike Holdings, Inc.

Technology
Q2 2021 Filed on Jul 26, 2021
2,880
$183.76 - $257.12 $529K - $741K
Ishares Gold Tr
Q2 2021 Filed on Jul 26, 2021
11,542
N/A
APPN
Appian Corp

Technology
Q2 2021 Filed on Jul 26, 2021
2,635
$77.49 - $149.22 $204K - $393K
ZM
Zoom Video Communications, Inc.

Technology
Q2 2021 Filed on Jul 26, 2021
1,490
$288.49 - $394.73 $430K - $588K
TTD
Trade Desk, Inc.

Technology
Q2 2021 Filed on Jul 26, 2021
325
$48.96 - $79.97 $15.9K - $26K
SHOP
Shopify Inc.

Technology
Q2 2021 Filed on Jul 26, 2021
900
$104.78 - $150.84 $94.3K - $136K
ROKU
Roku, Inc

Communication Services
Q2 2021 Filed on Jul 26, 2021
1,080
$284.18 - $459.25 $307K - $496K
RH
Rh

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
335
$587.56 - $720.01 $197K - $241K
PLTR
Palantir Technologies Inc.

Technology
Q2 2021 Filed on Jul 26, 2021
33,193
$18.37 - $27.38 $610K - $909K
TEAM
Atlassian Corp PLC

Technology
Q2 2021 Filed on Jul 26, 2021
1,320
$212.3 - $267.96 $280K - $354K
FVRR
Fiverr International Ltd.

Communication Services
Q2 2021 Filed on Jul 26, 2021
1,165
$157.97 - $252.15 $184K - $294K
ETSY
Etsy Inc

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
2,030
$156.59 - $224.03 $318K - $455K
MA
Mastercard Inc

Financial Services
Q2 2021 Filed on Jul 26, 2021
575
$356.62 - $395.65 $205K - $227K
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
Q1 2021 Filed on May 11, 2021
2,250
$130.61 - $136.52 $294K - $307K
Track This Portfolio

Track Colony Family Offices, LLC Portfolio

Follow Colony Family Offices, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Colony Family Offices, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Colony Family Offices, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email