Aspiration Funds Buys Lazard, Bank OZK, Coursera Inc, Sells Starbucks Corp, Incyte Corp, Prudential Financial Inc

Investment company Aspiration Funds (Current Portfolio) buys Lazard, Bank OZK, Coursera Inc, Shoals Technologies Group Inc, Vertex Pharmaceuticals Inc, sells Starbucks Corp, Incyte Corp, Prudential Financial Inc, SolarEdge Technologies Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Aspiration Funds. As of 2021Q3, Aspiration Funds owns 45 stocks with a total value of $137 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) - 30,296 shares, 6.24% of the total portfolio. Shares added by 1.04%
  2. Visa Inc (V) - 22,543 shares, 3.67% of the total portfolio. Shares added by 1.06%
  3. VMware Inc (VMW) - 33,364 shares, 3.62% of the total portfolio. Shares added by 6.62%
  4. UnitedHealth Group Inc (UNH) - 12,585 shares, 3.59% of the total portfolio. Shares added by 1.06%
  5. Costco Wholesale Corp (COST) - 10,729 shares, 3.52% of the total portfolio. Shares added by 1.08%
New Purchase: Lazard Ltd (LAZ)

Aspiration Funds initiated holding in Lazard Ltd. The purchase prices were between $43.06 and $48.76, with an estimated average price of $46.69. The stock is now traded at around $43.595000. The impact to a portfolio due to this purchase was 1.01%. The holding were 30,326 shares as of 2021-09-30.

Added: Bank OZK (OZK)

Aspiration Funds added to a holding in Bank OZK by 111.30%. The purchase prices were between $38.89 and $44.15, with an estimated average price of $41.68. The stock is now traded at around $45.500000. The impact to a portfolio due to this purchase was 0.91%. The holding were 54,666 shares as of 2021-09-30.

Added: Coursera Inc (COUR)

Aspiration Funds added to a holding in Coursera Inc by 46.74%. The purchase prices were between $30.92 and $43.31, with an estimated average price of $37.71. The stock is now traded at around $25.960000. The impact to a portfolio due to this purchase was 0.23%. The holding were 30,715 shares as of 2021-09-30.

Added: Shoals Technologies Group Inc (SHLS)

Aspiration Funds added to a holding in Shoals Technologies Group Inc by 34.19%. The purchase prices were between $25.68 and $37.49, with an estimated average price of $31.17. The stock is now traded at around $26.080000. The impact to a portfolio due to this purchase was 0.21%. The holding were 40,263 shares as of 2021-09-30.

Added: Vertex Pharmaceuticals Inc (VRTX)

Aspiration Funds added to a holding in Vertex Pharmaceuticals Inc by 24.77%. The purchase prices were between $181.39 and $202.99, with an estimated average price of $195.37. The stock is now traded at around $207.610000. The impact to a portfolio due to this purchase was 0.19%. The holding were 7,193 shares as of 2021-09-30.

Sold Out: Prudential Financial Inc (PRU)

Aspiration Funds sold out a holding in Prudential Financial Inc. The sale prices were between $95.71 and $108.01, with an estimated average price of $103.08.



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