Dynamic Advisor Solutions’s Boeing BA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
– Sell
-1,000
Closed -$21K – 757
2021
Q2
$21K Buy
1,000
+500
+100% +$121K ﹤0.01% 723
2021
Q1
$3K Buy
+500
New +$111K ﹤0.01% 680
2020
Q2
– Sell
-1,000
Closed -$11K – 554
2020
Q1
$11K Sell
1,000
-1,200
-55% -$328K ﹤0.01% 477
2019
Q4
$11K Buy
2,200
+2,100
+2,100% +$743K ﹤0.01% 557
2019
Q3
$2K Hold
100
– – ﹤0.01% 532
2019
Q2
$2K Sell
100
-2,000
-95% -$729K ﹤0.01% 517
2019
Q1
$43K Buy
+2,100
New +$808K 0.01% 419

Other funds holding BA

Dynamic Advisor Solutions's BA Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Boeing (BA) stake by 2.4% in Q3 2026, selling an estimated $46.5K and leaving 8,984 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #354.

Dynamic Advisor Solutions first reported a position in BA in Q3 2014 and has held it in 45 quarters since. The position peaked at $5.9M in Q4 2023. 510 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Dynamic Advisor Solutions held 8,984 shares of Boeing worth $1.67M as of Q3 2026.
  • Dynamic Advisor Solutions sold 217 Boeing shares in Q3 2026, an estimated $46.5K.
  • Boeing made up 0.05% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #354 holding.
  • Dynamic Advisor Solutions first reported a position in Boeing in Q3 2014 and has held it in 45 quarters since.
  • Dynamic Advisor Solutions's Boeing position peaked at $5.9M in Q4 2023.
  • 510 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.