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Aspiration Funds Buys TJX Inc, Vertex Pharmaceuticals Inc, Bank OZK, Sells AGCO Corp, Prudential Financial Inc, Prologis Inc

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Sep 13, 2021
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Investment company Aspiration Funds (Current Portfolio) buys TJX Inc, Vertex Pharmaceuticals Inc, Bank OZK, Akamai Technologies Inc, Coursera Inc, sells AGCO Corp, Prudential Financial Inc, Prologis Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Aspiration Funds. As of 2021Q2, Aspiration Funds owns 45 stocks with a total value of $138 million. These are the details of the buys and sells.

For the details of Aspiration Redwood Fund's stock buys and sells, go to https://www.gurufocus.com/guru/aspiration+redwood+fund/current-portfolio/portfolio

These are the top 5 holdings of Aspiration Redwood Fund
  1. Microsoft Corp (MSFT) - 29,983 shares, 5.88% of the total portfolio. Shares added by 0.94%
  2. Visa Inc (V) - 22,306 shares, 3.78% of the total portfolio. Shares added by 0.93%
  3. VMware Inc (VMW) - 31,291 shares, 3.62% of the total portfolio. Shares added by 6.97%
  4. UnitedHealth Group Inc (UNH) - 12,453 shares, 3.61% of the total portfolio. Shares added by 0.94%
  5. Starbucks Corp (SBUX) - 43,040 shares, 3.48% of the total portfolio. Shares reduced by 3.06%
New Purchase: TJX Companies Inc (TJX)

Aspiration Funds initiated holding in TJX Companies Inc. The purchase prices were between $63.37 and $73.78, with an estimated average price of $68.1. The stock is now traded at around $68.675000. The impact to a portfolio due to this purchase was 2.02%. The holding were 41,403 shares as of 2021-06-30.

New Purchase: Vertex Pharmaceuticals Inc (VRTX)

Aspiration Funds initiated holding in Vertex Pharmaceuticals Inc. The purchase prices were between $187.49 and $221.1, with an estimated average price of $209.31. The stock is now traded at around $191.770000. The impact to a portfolio due to this purchase was 0.84%. The holding were 5,765 shares as of 2021-06-30.

New Purchase: Bank OZK (OZK)

Aspiration Funds initiated holding in Bank OZK. The purchase prices were between $38.47 and $44.46, with an estimated average price of $41.68. The stock is now traded at around $41.290000. The impact to a portfolio due to this purchase was 0.79%. The holding were 25,871 shares as of 2021-06-30.

New Purchase: Coursera Inc (COUR)

Aspiration Funds initiated holding in Coursera Inc. The purchase prices were between $34.3 and $58, with an estimated average price of $43.01. The stock is now traded at around $37.610000. The impact to a portfolio due to this purchase was 0.6%. The holding were 20,931 shares as of 2021-06-30.

Added: Akamai Technologies Inc (AKAM)

Aspiration Funds added to a holding in Akamai Technologies Inc by 24.63%. The purchase prices were between $101.9 and $119.08, with an estimated average price of $111.3. The stock is now traded at around $111.910000. The impact to a portfolio due to this purchase was 0.69%. The holding were 41,080 shares as of 2021-06-30.

Added: Incyte Corp (INCY)

Aspiration Funds added to a holding in Incyte Corp by 24.98%. The purchase prices were between $79.87 and $87.53, with an estimated average price of $83.36. The stock is now traded at around $72.615000. The impact to a portfolio due to this purchase was 0.37%. The holding were 30,268 shares as of 2021-06-30.

Added: American Well Corp (AMWL)

Aspiration Funds added to a holding in American Well Corp by 41.68%. The purchase prices were between $10.05 and $18.73, with an estimated average price of $14.48. The stock is now traded at around $10.785000. The impact to a portfolio due to this purchase was 0.15%. The holding were 56,553 shares as of 2021-06-30.

Reduced: AGCO Corp (AGCO)

Aspiration Funds reduced to a holding in AGCO Corp by 52.81%. The sale prices were between $121.75 and $156.6, with an estimated average price of $140.83. The stock is now traded at around $125.770000. The impact to a portfolio due to this sale was -1.89%. Aspiration Funds still held 14,880 shares as of 2021-06-30.

Reduced: Prudential Financial Inc (PRU)

Aspiration Funds reduced to a holding in Prudential Financial Inc by 86.37%. The sale prices were between $91.1 and $108.51, with an estimated average price of $101.91. The stock is now traded at around $105.330000. The impact to a portfolio due to this sale was -1.81%. Aspiration Funds still held 3,990 shares as of 2021-06-30.

Reduced: Prologis Inc (PLD)

Aspiration Funds reduced to a holding in Prologis Inc by 28.53%. The sale prices were between $106 and $126.28, with an estimated average price of $116.62. The stock is now traded at around $133.100000. The impact to a portfolio due to this sale was -0.93%. Aspiration Funds still held 27,800 shares as of 2021-06-30.



Here is the complete portfolio of Aspiration Redwood Fund. Also check out:

1. Aspiration Redwood Fund's Undervalued Stocks
2. Aspiration Redwood Fund's Top Growth Companies, and
3. Aspiration Redwood Fund's High Yield stocks
4. Stocks that Aspiration Redwood Fund keeps buying
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